Optimize Financial’s MKS Inc MKSI Stock Holding History

Optimize Financial’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	–	Sell	-13,435	Closed	-$2.15M	–	398
2025 Q4	$2.15M	Buy	13,435 +192	+1%	+$28.5K	1.08%	6
2025 Q3	$1.64M	Buy	+13,243	New	+$1.41M	0.85%	7

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

Optimize Financial's MKSI Position: Q1 2026 in Review

Optimize Financial sold out of MKS Inc (MKSI) in Q1 2026, closing a stake of 13,435 shares — an estimated $2.15M sold.

Optimize Financial first reported a position in MKSI in Q3 2025 and held it in 2 quarters. The position peaked at $2.15M in Q4 2025. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

Optimize Financial reported no remaining MKS Inc position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 13,435 MKS Inc shares in Q1 2026, an estimated $2.15M.
Optimize Financial first reported a position in MKS Inc in Q3 2025 and held it in 2 quarters.
Optimize Financial's MKS Inc position peaked at $2.15M in Q4 2025.
615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.