RA
MKSI icon

Rise Advisors’s MKS Inc MKSI Stock Holding History

Rise 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
2025
Q4 		– Sell
-224
Closed -$27.7K – 915
2025
Q3 		$27.7K Buy
224
+1
+0.4% +$107 0.01% 410
2025
Q2 		$22.2K Buy
223
+50
+29% +$4.06K 0.01% 473
2025
Q1 		$13.9K Sell
173
-26
-13% -$2.63K 0.01% 759
2024
Q4 		$20.8K Hold
199
– – 0.01% 628
2024
Q3 		$21.6K Hold
199
– – 0.01% 639
2024
Q2 		$25.9K Buy
199
+1
+0.5% +$126 0.01% 457
2024
Q1 		$26.4K Buy
+198
New +$23K 0.01% 457

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rise Advisors's MKSI Position: Q4 2025 in Review

Rise Advisors sold out of MKS Inc (MKSI) in Q4 2025, closing a stake of 224 shares — an estimated $27.7K sold.

Rise Advisors first reported a position in MKSI in Q1 2024 and held it in 7 quarters. The position peaked at $27.7K in Q3 2025. 514 funds tracked by Wall St. Rank hold MKSI as of Q4 2025.

  • Rise Advisors reported no remaining MKS Inc position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 224 MKS Inc shares in Q4 2025, an estimated $27.7K.
  • Rise Advisors first reported a position in MKS Inc in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's MKS Inc position peaked at $27.7K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held MKS Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.