Orion Portfolio Solutions’s MKS Inc MKSI Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.07M	Buy	13,298 +2,242	+20%	+$226K	0.01%	1055
2024 Q4	$1.15M	Sell	11,056 -1,184	-10%	-$128K	0.01%	968
2024 Q3	$1.33M	Sell	12,240 -410	-3%	-$48.7K	0.01%	897
2024 Q2	$1.65M	Buy	12,650 +668	+6%	+$84.3K	0.02%	746
2024 Q1	$1.59M	Sell	11,982 -248	-2%	-$28.8K	0.02%	767
2023 Q4	$1.24M	Sell	12,230 -3,135	-20%	-$255K	0.01%	848
2023 Q3	$1.33M	Sell	15,365 -673	-4%	-$65.6K	0.02%	794
2023 Q2	$1.73M	Sell	16,038 -243	-1%	-$22.2K	0.02%	722
2023 Q1	$1.44M	Buy	+16,281	New	+$1.55M	0.02%	727
2020 Q3	–	Sell	-133	Closed	-$15K	–	1413
2020 Q2	$15K	Sell	133 -10	-7%	-$995	﹤0.01%	1048
2020 Q1	$12K	Sell	143 -25	-15%	-$2.56K	﹤0.01%	1006
2019 Q4	$18K	Buy	+168	New	+$17.6K	﹤0.01%	806

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

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

Orion Portfolio Solutions's MKSI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its MKS Inc (MKSI) stake by 20% in Q1 2025, buying an estimated $226K and bringing the position to 13,298 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1055.

Orion Portfolio Solutions first reported a position in MKSI in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.73M in Q2 2023. 396 funds tracked by Wall St. Rank hold MKSI as of Q1 2025.

Orion Portfolio Solutions held 13,298 shares of MKS Inc worth $1.07M as of Q1 2025.
Orion Portfolio Solutions bought 2,242 MKS Inc shares in Q1 2025, an estimated $226K.
MKS Inc made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1055 holding.
Orion Portfolio Solutions first reported a position in MKS Inc in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's MKS Inc position peaked at $1.73M in Q2 2023.
396 funds tracked by Wall St. Rank held MKS Inc as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.