Shelton Capital Management’s MKS Inc MKSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $500K | Sell |
2,175
-65
| -3% | -$14.7K | 0.01% | 356 |
|
|
2025
Q4 | $358K | Sell |
2,240
-147
| -6% | -$21.8K | 0.01% | 445 |
|
|
2025
Q3 | $295K | Hold |
2,387
| – | – | 0.01% | 517 |
|
|
2025
Q2 | $237K | Buy |
+2,387
| New | +$194K | 0.01% | 597 |
|
|
2025
Q1 | – | Sell |
-2,479
| Closed | -$259K | – | 737 |
|
|
2024
Q4 | $259K | Hold |
2,479
| – | – | 0.01% | 568 |
|
|
2024
Q3 | $269K | Sell |
2,479
-82
| -3% | -$9.74K | 0.01% | 555 |
|
|
2024
Q2 | $334K | Sell |
2,561
-150
| -6% | -$18.9K | 0.01% | 445 |
|
|
2024
Q1 | $361K | Hold |
2,711
| – | – | 0.01% | 455 |
|
|
2023
Q4 | $279K | Sell |
2,711
-108
| -4% | -$8.77K | 0.01% | 537 |
|
|
2023
Q3 | $244K | Hold |
2,819
| – | – | 0.01% | 557 |
|
|
2023
Q2 | $305K | Sell |
2,819
-120
| -4% | -$11K | 0.01% | 485 |
|
|
2023
Q1 | $260K | Hold |
2,939
| – | – | 0.01% | 547 |
|
|
2022
Q4 | $249K | Hold |
2,939
| – | – | 0.03% | 526 |
|
|
2022
Q3 | $243K | Hold |
2,939
| – | – | 0.01% | 542 |
|
|
2022
Q2 | $302K | Hold |
2,939
| – | – | 0.01% | 470 |
|
|
2022
Q1 | $441K | Hold |
2,939
| – | – | 0.02% | 395 |
|
|
2021
Q4 | $512K | Sell |
2,939
-116
| -4% | -$18.1K | 0.02% | 371 |
|
|
2021
Q3 | $461K | Hold |
3,055
| – | – | 0.02% | 380 |
|
|
2021
Q2 | $544K | Hold |
3,055
| – | – | 0.02% | 358 |
|
|
2021
Q1 | $566K | Sell |
3,055
-121
| -4% | -$20.3K | 0.02% | 355 |
|
|
2020
Q4 | $478K | Hold |
3,176
| – | – | 0.02% | 357 |
|
|
2020
Q3 | $347K | Hold |
3,176
| – | – | 0.01% | 506 |
|
|
2020
Q2 | $360K | Sell |
3,176
-267
| -8% | -$26.6K | 0.02% | 388 |
|
|
2020
Q1 | $280K | Hold |
3,443
| – | – | 0.02% | 417 |
|
|
2019
Q4 | $379K | Sell |
3,443
-179
| -5% | -$18.8K | 0.02% | 442 |
|
|
2019
Q3 | $334K | Sell |
3,622
-216
| -6% | -$17.8K | 0.02% | 480 |
|
|
2019
Q2 | $299K | Buy |
3,838
+3,481
| +975% | +$294K | 0.02% | 533 |
|
|
2019
Q1 | $3.84K | Sell |
357
-3,481
| -91% | -$281K | 0.02% | 645 |
|
|
2018
Q4 | $248K | Hold |
3,838
| – | – | 0.02% | 576 |
|
|
2018
Q3 | $308K | Hold |
3,838
| – | – | 0.02% | 577 |
|
|
2018
Q2 | $367K | Hold |
3,838
| – | – | 0.02% | 472 |
|
|
2018
Q1 | $444K | Buy |
+3,838
| New | +$421K | 0.03% | 390 |
|
|
2017
Q2 | – | Sell |
-4,916
| Closed | -$338K | – | 876 |
|
|
2017
Q1 | $338K | Buy |
4,916
+657
| +15% | +$43.2K | 0.02% | 515 |
|
|
2016
Q4 | $253K | Hold |
4,259
| – | – | 0.02% | 710 |
|
|
2016
Q3 | $212K | Buy |
+4,259
| New | +$201K | 0.02% | 725 |
|
Other funds holding MKSI
VPM
VCM
Shelton Capital Management's MKSI Position: Q1 2026 in Review
Shelton Capital Management reduced its MKS Inc (MKSI) stake by 2.9% in Q1 2026, selling an estimated $14.7K and leaving 2,175 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #356.
Shelton Capital Management first reported a position in MKSI in Q3 2016 and has held it in 35 quarters since. The position peaked at $566K in Q1 2021. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.
- Shelton Capital Management held 2,175 shares of MKS Inc worth $500K as of Q1 2026.
- Shelton Capital Management sold 65 MKS Inc shares in Q1 2026, an estimated $14.7K.
- MKS Inc made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #356 holding.
- Shelton Capital Management first reported a position in MKS Inc in Q3 2016 and has held it in 35 quarters since.
- Shelton Capital Management's MKS Inc position peaked at $566K in Q1 2021.
- 615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.