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Root Financial Partners’s MKS Inc MKSI Stock Holding History

Root Financial Partners’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 		– Sell
-273
Closed -$62.7K – 2077
2026
Q1 		$62.7K Buy
273
+132
+94% +$29.8K ﹤0.01% 766
2025
Q4 		$22.5K Buy
141
+28
+25% +$4.15K ﹤0.01% 1126
2025
Q3 		$14K Buy
+113
New +$12K ﹤0.01% 1290

Other funds holding MKSI

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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

Root Financial Partners's MKSI Position: Q2 2026 in Review

Root Financial Partners sold out of MKS Inc (MKSI) in Q2 2026, closing a stake of 273 shares — an estimated $62.7K sold.

Root Financial Partners first reported a position in MKSI in Q3 2025 and held it in 3 quarters. The position peaked at $62.7K in Q1 2026. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Root Financial Partners reported no remaining MKS Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 273 MKS Inc shares in Q2 2026, an estimated $62.7K.
  • Root Financial Partners first reported a position in MKS Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's MKS Inc position peaked at $62.7K in Q1 2026.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.