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Phillips Wealth Planners’s MKS Inc MKSI Stock Holding History

Phillips Wealth Planners’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 		$429K Sell
1,342
-242
-15% -$54.7K 0.32% 100
2025
Q4 		$350K Sell
1,584
-224
-12% -$33.2K 0.28% 116
2025
Q3 		$252K Buy
+1,808
New +$193K 0.21% 171
2024
Q3 		– Sell
-1,838
Closed -$262K – 201
2024
Q2 		$262K Sell
1,838
-54
-3% -$6.82K 0.28% 137
2024
Q1 		$228K Buy
+1,892
New +$220K 0.26% 150
2023
Q3 		– Sell
-1,917
Closed -$207K – 152
2023
Q2 		$207K Buy
+1,917
New +$175K 0.27% 138

Other funds holding MKSI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return