Root Financial Partners
MKSI icon

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
Q3 		$80.1K Buy
+302
New +$89.2K ﹤0.01% 854
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Root Financial Partners's MKSI Position: Q3 2026 in Review

Root Financial Partners opened a new position in MKS Inc (MKSI) in Q3 2026: 302 shares worth $80.1K. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MKSI as recently as Q1 2026.

Root Financial Partners first reported a position in MKSI in Q3 2025 and has held it in 4 quarters since. 555 funds tracked by Wall St. Rank hold MKSI as of Q3 2026.

  • Root Financial Partners held 302 shares of MKS Inc worth $80.1K as of Q3 2026.
  • MKS Inc was a new Root Financial Partners position in Q3 2026.
  • MKS Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #854 holding.
  • Root Financial Partners first reported a position in MKS Inc in Q3 2025 and has held it in 4 quarters since.
  • 555 funds tracked by Wall St. Rank held MKS Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.