Peak Asset Management’s MKS Inc MKSI Stock Holding History

Peak Asset Management’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	–	Sell	-9,514	Closed	-$993K	–	152
2024 Q4	$993K	Sell	9,514 -839	-8%	-$90.6K	0.18%	72
2024 Q3	$1.13M	Sell	10,353 -2,041	-16%	-$242K	0.21%	70
2024 Q2	$1.62M	Sell	12,394 -616	-5%	-$77.7K	0.32%	62
2024 Q1	$1.73M	Sell	13,010 -2,240	-15%	-$260K	0.34%	61
2023 Q4	$1.57M	Sell	15,250 -4,537	-23%	-$369K	0.35%	61
2023 Q3	$1.71M	Buy	19,787 +2,263	+13%	+$221K	0.41%	59
2023 Q2	$1.89M	Buy	17,524 +1,843	+12%	+$169K	0.44%	53
2023 Q1	$1.39M	Buy	15,681 +1,556	+11%	+$149K	0.34%	59
2022 Q4	$1.2M	Buy	14,125 +628	+5%	+$50.3K	0.31%	64
2022 Q3	$1.11M	Buy	13,497 +3,729	+38%	+$384K	0.32%	65
2022 Q2	$1M	Buy	9,768 +1,132	+13%	+$132K	0.27%	66
2022 Q1	$1.29M	Buy	8,636 +1,877	+28%	+$292K	0.3%	62
2021 Q4	$1.18M	Buy	+6,759	New	+$1.06M	0.27%	61

Other funds holding MKSI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group

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

Capital International Investors

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

Nordea Investment Management

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 $653B AUM 32.41% 1-Year Est. Return