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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Peak Asset Management's MKSI Position: Q1 2025 in Review

Peak Asset Management sold out of MKS Inc (MKSI) in Q1 2025, closing a stake of 9,514 shares — an estimated $993K sold.

Peak Asset Management first reported a position in MKSI in Q4 2021 and held it in 13 quarters. The position peaked at $1.89M in Q2 2023. 397 funds tracked by Wall St. Rank hold MKSI as of Q1 2025.

  • Peak Asset Management reported no remaining MKS Inc position as of Q1 2025 after selling out during the quarter.
  • Peak Asset Management sold 9,514 MKS Inc shares in Q1 2025, an estimated $993K.
  • Peak Asset Management first reported a position in MKS Inc in Q4 2021 and held it in 13 quarters.
  • Peak Asset Management's MKS Inc position peaked at $1.89M in Q2 2023.
  • 397 funds tracked by Wall St. Rank held MKS Inc as of Q1 2025.

Based on Peak Asset Management's 13F filing for Q1 2025, filed 7 May 2025.