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Newbridge Financial Services Group’s MKS Inc MKSI Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-10
Closed -$994 – 1347
2025
Q2 		$994 Hold
10
– – ﹤0.01% 1198
2025
Q1 		$802 Hold
10
– – ﹤0.01% 959
2024
Q4 		$1.04K Buy
+10
New +$1.08K ﹤0.01% 1017

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Newbridge Financial Services Group's MKSI Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of MKS Inc (MKSI) in Q3 2025, closing a stake of 10 shares — an estimated $994 sold.

Newbridge Financial Services Group first reported a position in MKSI in Q4 2024 and held it in 3 quarters. The position peaked at $1.04K in Q4 2024. 433 funds tracked by Wall St. Rank hold MKSI as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining MKS Inc position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 10 MKS Inc shares in Q3 2025, an estimated $994.
  • Newbridge Financial Services Group first reported a position in MKS Inc in Q4 2024 and held it in 3 quarters.
  • Newbridge Financial Services Group's MKS Inc position peaked at $1.04K in Q4 2024.
  • 433 funds tracked by Wall St. Rank held MKS Inc as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.