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Physician Wealth Advisors’s MKS Inc MKSI Stock Holding History

Physician Wealth Advisors’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 		$54.3K Buy
122
+2
+2% +$626 0.01% 418
2026
Q1 		$27.6K Hold
120
– – ﹤0.01% 548
2025
Q4 		$19.2K Hold
120
– – ﹤0.01% 601
2025
Q3 		$14.9K Hold
120
– – ﹤0.01% 646
2025
Q2 		$11.9K Buy
120
+97
+422% +$7.88K ﹤0.01% 617
2025
Q1 		$1.84K Hold
23
– – ﹤0.01% 884
2024
Q4 		$2.4K Buy
+23
New +$2.48K ﹤0.01% 829

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

Physician Wealth Advisors's MKSI Position: Q2 2026 in Review

Physician Wealth Advisors increased its MKS Inc (MKSI) stake by 1.7% in Q2 2026, buying an estimated $626 and bringing the position to 122 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #418.

Physician Wealth Advisors first reported a position in MKSI in Q4 2024 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Physician Wealth Advisors held 122 shares of MKS Inc worth $54.3K as of Q2 2026.
  • Physician Wealth Advisors bought 2 MKS Inc shares in Q2 2026, an estimated $626.
  • MKS Inc made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #418 holding.
  • Physician Wealth Advisors first reported a position in MKS Inc in Q4 2024 and has held it in 7 quarters since.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.