NewEdge Advisors’s MKS Inc MKSI Stock Holding History

NewEdge Advisors’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
2026 Q1	$1.28M	Buy	5,580 +2,921	+110%	+$661K	﹤0.01%	1359
2025 Q4	$425K	Buy	+2,659	New	+$394K	﹤0.01%	2092
2024 Q2	–	Sell	-29	Closed	-$3.87K	–	3925
2024 Q1	$3.87K	Sell	29 -68	-70%	-$7.9K	﹤0.01%	3223
2023 Q4	$9.98K	Buy	+97	New	+$7.88K	﹤0.01%	2842
2023 Q3	–	Sell	-16	Closed	-$1.73K	–	3582
2023 Q2	$1.73K	Buy	+16	New	+$1.47K	﹤0.01%	3136
2023 Q1	–	Sell	-50	Closed	-$4.24K	–	3864
2022 Q4	$4.24K	Buy	+50	New	+$4.01K	﹤0.01%	2648
2021 Q3	–	Sell	-1,242	Closed	-$221K	–	1188
2021 Q2	$221K	Buy	+1,242	New	+$226K	0.01%	1013
2018 Q4	–	Sell	-4,089	Closed	-$328K	–	680
2018 Q3	$328K	Buy	+4,089	New	+$374K	0.03%	469
2017 Q3	–	Sell	-106	Closed	-$7.75K	–	816
2017 Q2	$7.75K	Buy	+106	New	+$8.03K	﹤0.01%	1047

Other funds holding MKSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NewEdge Advisors's MKSI Position: Q1 2026 in Review

NewEdge Advisors increased its MKS Inc (MKSI) stake by 110% in Q1 2026, buying an estimated $661K and bringing the position to 5,580 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

NewEdge Advisors first reported a position in MKSI in Q2 2017 and has held it in 9 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

NewEdge Advisors held 5,580 shares of MKS Inc worth $1.28M as of Q1 2026.
NewEdge Advisors bought 2,921 MKS Inc shares in Q1 2026, an estimated $661K.
MKS Inc made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1359 holding.
NewEdge Advisors first reported a position in MKS Inc in Q2 2017 and has held it in 9 quarters since.
615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.