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Optimum Investment Advisors’s MKS Inc MKSI Stock Holding History

Optimum Investment 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
2025
Q3 		$82.3K Buy
665
+40
+6% +$4.26K 0.03% 283
2025
Q2 		$62.1K Buy
625
+125
+25% +$10.2K 0.03% 316
2025
Q1 		$40.1K Buy
500
+200
+67% +$20.2K 0.02% 364
2024
Q4 		$31.3K Sell
300
-100
-25% -$10.8K 0.01% 385
2024
Q3 		$43.5K Sell
400
-600
-60% -$71.3K 0.02% 368
2024
Q2 		$131K Buy
1,000
+500
+100% +$63.1K 0.06% 231
2024
Q1 		$66.5K Buy
500
+20
+4% +$2.32K 0.03% 326
2023
Q4 		$49.4K Sell
480
-350
-42% -$28.4K 0.02% 354
2023
Q3 		$71.8K Sell
830
-770
-48% -$75.1K 0.04% 318
2023
Q2 		$173K Buy
1,600
+1,150
+256% +$105K 0.08% 207
2023
Q1 		$39.9K Sell
450
-100
-18% -$9.54K 0.02% 399
2022
Q4 		$46.6K Sell
550
-550
-50% -$44.1K 0.03% 387
2022
Q3 		$91K Sell
1,100
-550
-33% -$56.6K 0.05% 291
2022
Q2 		$169K Sell
1,650
-1,200
-42% -$140K 0.08% 203
2022
Q1 		$428K Buy
2,850
+525
+23% +$81.6K 0.18% 122
2021
Q4 		$405K Buy
2,325
+175
+8% +$27.4K 0.16% 135
2021
Q3 		$324K Buy
2,150
+1,510
+236% +$232K 0.14% 156
2021
Q2 		$114K Buy
640
+50
+8% +$9.08K 0.04% 356
2021
Q1 		$109K Sell
590
-125
-17% -$21K 0.03% 353
2020
Q4 		$108K Hold
715
– – 0.03% 340
2020
Q3 		$78K Sell
715
-25
-3% -$2.93K 0.03% 370
2020
Q2 		$84K Hold
740
– – 0.03% 354
2020
Q1 		$60K Buy
740
+350
+90% +$35.8K 0.02% 393
2019
Q4 		$43K Sell
390
-100
-20% -$10.5K 0.01% 542
2019
Q3 		$45K Hold
490
– – 0.01% 535
2019
Q2 		$38K Sell
490
-1,550
-76% -$131K 0.01% 559
2019
Q1 		$190K Buy
2,040
+1,475
+261% +$119K 0.06% 281
2018
Q4 		$37K Sell
565
-300
-35% -$21.7K 0.01% 516
2018
Q3 		$69K Sell
865
-1,400
-62% -$128K 0.02% 470
2018
Q2 		$217K Buy
2,265
+515
+29% +$56.2K 0.06% 285
2018
Q1 		$202K Buy
+1,750
New +$192K 0.06% 287

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

Optimum Investment Advisors's MKSI Position: Q3 2025 in Review

Optimum Investment Advisors increased its MKS Inc (MKSI) stake by 6.4% in Q3 2025, buying an estimated $4.26K and bringing the position to 665 shares worth $82.3K. The position accounts for 0.03% of the portfolio, ranked #283.

Optimum Investment Advisors first reported a position in MKSI in Q1 2018 and has held it in 31 quarters since. The position peaked at $428K in Q1 2022. 433 funds tracked by Wall St. Rank hold MKSI as of Q3 2025.

  • Optimum Investment Advisors held 665 shares of MKS Inc worth $82.3K as of Q3 2025.
  • Optimum Investment Advisors bought 40 MKS Inc shares in Q3 2025, an estimated $4.26K.
  • MKS Inc made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #283 holding.
  • Optimum Investment Advisors first reported a position in MKS Inc in Q1 2018 and has held it in 31 quarters since.
  • Optimum Investment Advisors's MKS Inc position peaked at $428K in Q1 2022.
  • 433 funds tracked by Wall St. Rank held MKS Inc as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.