Plante Moran Financial Advisors’s MKS Inc MKSI Stock Holding History

Plante Moran Financial 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	$1.78K	Buy	+4	New	+$1.25K	﹤0.01%	761
2024 Q1	–	Sell	-31	Closed	-$3.19K	–	899
2023 Q4	$3.19K	Buy	+31	New	+$2.52K	﹤0.01%	682
2023 Q3	–	Sell	-28	Closed	-$3.03K	–	825
2023 Q2	$3.03K	Buy	28 +8	+40%	+$732	﹤0.01%	663
2023 Q1	$1.77K	Hold	20	–	–	﹤0.01%	715
2022 Q4	$1.7K	Hold	20	–	–	﹤0.01%	749
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	790
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	827
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	719
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	887
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	841
2021 Q2	$4K	Hold	20	–	–	﹤0.01%	820
2021 Q1	$4K	Hold	20	–	–	﹤0.01%	815
2020 Q4	$3K	Hold	20	–	–	﹤0.01%	748
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	785
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	678
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	651
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	696
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	784
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	733
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	719
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	816
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	703
2018 Q2	$2K	Hold	20	–	–	﹤0.01%	737
2018 Q1	$2K	Buy	+20	New	+$2.2K	﹤0.01%	848
2017 Q1	–	Sell	-69	Closed	-$4K	–	967
2016 Q4	$4K	Buy	69 +10	+17%	+$540	﹤0.01%	759
2016 Q3	$3K	Hold	59	–	–	﹤0.01%	792
2016 Q2	$3K	Buy	+59	New	+$2.29K	﹤0.01%	727

Other funds holding MKSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Plante Moran Financial Advisors's MKSI Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in MKS Inc (MKSI) in Q2 2026: 4 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in MKSI as recently as Q4 2023.

Plante Moran Financial Advisors first reported a position in MKSI in Q2 2016 and has held it in 27 quarters since. The position peaked at $4K in Q2 2021. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Plante Moran Financial Advisors held 4 shares of MKS Inc worth $1.78K as of Q2 2026.
MKS Inc was a new Plante Moran Financial Advisors position in Q2 2026.
MKS Inc made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #761 holding.
Plante Moran Financial Advisors first reported a position in MKS Inc in Q2 2016 and has held it in 27 quarters since.
Plante Moran Financial Advisors's MKS Inc position peaked at $4K in Q2 2021.
776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.