Oakworth Capital’s MKS Inc MKSI Stock Holding History

Oakworth Capital’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	-119	Closed	-$14.7K	–	884
2025 Q3	$14.7K	Buy	+119	New	+$12.7K	﹤0.01%	597
2024 Q3	–	Sell	-19	Closed	-$2.48K	–	732
2024 Q2	$2.48K	Hold	19	–	–	﹤0.01%	640
2024 Q1	$2.53K	Hold	19	–	–	﹤0.01%	600
2023 Q4	$1.96K	Buy	+19	New	+$1.54K	﹤0.01%	635
2019 Q1	–	Sell	-273	Closed	-$18K	–	589
2018 Q4	$18K	Hold	273	–	–	﹤0.01%	391
2018 Q3	$22K	Hold	273	–	–	﹤0.01%	389
2018 Q2	$26K	Hold	273	–	–	0.01%	365
2018 Q1	$28K	Hold	273	–	–	0.01%	334
2017 Q4	$26K	Hold	273	–	–	0.01%	355
2017 Q3	$22K	Hold	273	–	–	0.01%	399
2017 Q2	$18K	Hold	273	–	–	﹤0.01%	411
2017 Q1	$19K	Hold	273	–	–	0.01%	402
2016 Q4	$16K	Hold	273	–	–	0.01%	413
2016 Q3	$14K	Buy	+273	New	+$12.9K	﹤0.01%	398

Other funds holding MKSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

Oakworth Capital's MKSI Position: Q4 2025 in Review

Oakworth Capital sold out of MKS Inc (MKSI) in Q4 2025, closing a stake of 119 shares — an estimated $14.7K sold.

Oakworth Capital first reported a position in MKSI in Q3 2016 and held it in 14 quarters. The position peaked at $28K in Q1 2018. 513 funds tracked by Wall St. Rank hold MKSI as of Q4 2025.

Oakworth Capital reported no remaining MKS Inc position as of Q4 2025 after selling out during the quarter.
Oakworth Capital sold 119 MKS Inc shares in Q4 2025, an estimated $14.7K.
Oakworth Capital first reported a position in MKS Inc in Q3 2016 and held it in 14 quarters.
Oakworth Capital's MKS Inc position peaked at $28K in Q1 2018.
513 funds tracked by Wall St. Rank held MKS Inc as of Q4 2025.

Based on Oakworth Capital's 13F filing for Q4 2025, filed 30 Jan 2026.