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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Root Financial Partners's MKSI Position: Q1 2026 in Review

Root Financial Partners increased its MKS Inc (MKSI) stake by 94% in Q1 2026, buying an estimated $29.8K and bringing the position to 273 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Root Financial Partners first reported a position in MKSI in Q3 2025 and has held it in 3 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Root Financial Partners held 273 shares of MKS Inc worth $62.7K as of Q1 2026.
  • Root Financial Partners bought 132 MKS Inc shares in Q1 2026, an estimated $29.8K.
  • MKS Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #766 holding.
  • Root Financial Partners first reported a position in MKS Inc in Q3 2025 and has held it in 3 quarters since.
  • 615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.