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Neo Ivy Capital Management’s MKS Inc MKSI Stock Holding History

Neo Ivy Capital Management’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,758
Closed -$465K – 463
2025
Q3 		$465K Buy
+3,758
New +$401K 0.11% 238
2024
Q4 		– Sell
-22,412
Closed -$2.44M – 356
2024
Q3 		$2.44M Buy
+22,412
New +$2.66M 0.79% 19
2023
Q4 		$100K Buy
+969
New +$78.7K 0.22% 127
2020
Q2 		– Sell
-1,386
Closed -$113K – 543
2020
Q1 		$113K Buy
+1,386
New +$142K 0.18% 207

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neo Ivy Capital Management's MKSI Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of MKS Inc (MKSI) in Q4 2025, closing a stake of 3,758 shares — an estimated $465K sold.

Neo Ivy Capital Management first reported a position in MKSI in Q1 2020 and held it in 4 quarters. The position peaked at $2.44M in Q3 2024. 514 funds tracked by Wall St. Rank hold MKSI as of Q4 2025.

  • Neo Ivy Capital Management reported no remaining MKS Inc position as of Q4 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 3,758 MKS Inc shares in Q4 2025, an estimated $465K.
  • Neo Ivy Capital Management first reported a position in MKS Inc in Q1 2020 and held it in 4 quarters.
  • Neo Ivy Capital Management's MKS Inc position peaked at $2.44M in Q3 2024.
  • 514 funds tracked by Wall St. Rank held MKS Inc as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.