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Pinnacle Wealth Planning Services’s MKS Inc MKSI Stock Holding History

Pinnacle Wealth Planning Services’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 		$338K Buy
760
+20
+3% +$6.26K 0.03% 331
2026
Q1 		$170K Sell
740
-55
-7% -$12.4K 0.02% 539
2025
Q4 		$127K Buy
+795
New +$118K 0.01% 661
2021
Q1 		– Sell
-19
Closed -$3K – 1303
2020
Q4 		$3K Buy
+19
New +$2.48K ﹤0.01% 1837

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

Pinnacle Wealth Planning Services's MKSI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its MKS Inc (MKSI) stake by 2.7% in Q2 2026, buying an estimated $6.26K and bringing the position to 760 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #331.

Pinnacle Wealth Planning Services first reported a position in MKSI in Q4 2020 and has held it in 4 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 760 shares of MKS Inc worth $338K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 20 MKS Inc shares in Q2 2026, an estimated $6.26K.
  • MKS Inc made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #331 holding.
  • Pinnacle Wealth Planning Services first reported a position in MKS Inc in Q4 2020 and has held it in 4 quarters since.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.