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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
Q2 		$313K Sell
896
-446
-33% -$140K 0.23% 146
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 $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Phillips Wealth Planners's MKSI Position: Q2 2026 in Review

Phillips Wealth Planners reduced its MKS Inc (MKSI) stake by 33% in Q2 2026, selling an estimated $140K and leaving 896 shares worth $313K. The position accounts for 0.23% of the portfolio, ranked #146.

Phillips Wealth Planners first reported a position in MKSI in Q2 2023 and has held it in 7 quarters since. The position peaked at $429K in Q1 2026. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Phillips Wealth Planners held 896 shares of MKS Inc worth $313K as of Q2 2026.
  • Phillips Wealth Planners sold 446 MKS Inc shares in Q2 2026, an estimated $140K.
  • MKS Inc made up 0.23% of Phillips Wealth Planners's portfolio in Q2 2026, its #146 holding.
  • Phillips Wealth Planners first reported a position in MKS Inc in Q2 2023 and has held it in 7 quarters since.
  • Phillips Wealth Planners's MKS Inc position peaked at $429K in Q1 2026.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.