Spire Wealth Management’s MKS Inc MKSI Stock Holding History

Spire Wealth Management’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	$3.11K	Buy	+7	New	+$2.19K	﹤0.01%	1913
2022 Q4	–	Sell	-170	Closed	-$14K	–	2367
2022 Q3	$14K	Hold	170	–	–	﹤0.01%	1465
2022 Q2	$17K	Hold	170	–	–	﹤0.01%	1732
2022 Q1	$26K	Hold	170	–	–	﹤0.01%	1704
2021 Q4	$30K	Hold	170	–	–	﹤0.01%	1952
2021 Q3	$26K	Buy	+170	New	+$26.1K	﹤0.01%	1743

Other funds holding MKSI

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spire Wealth Management's MKSI Position: Q2 2026 in Review

Spire Wealth Management opened a new position in MKS Inc (MKSI) in Q2 2026: 7 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #1913 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in MKSI as recently as Q3 2022.

Spire Wealth Management first reported a position in MKSI in Q3 2021 and has held it in 6 quarters since. The position peaked at $30K in Q4 2021. 94 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Spire Wealth Management held 7 shares of MKS Inc worth $3.11K as of Q2 2026.
MKS Inc was a new Spire Wealth Management position in Q2 2026.
MKS Inc made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1913 holding.
Spire Wealth Management first reported a position in MKS Inc in Q3 2021 and has held it in 6 quarters since.
Spire Wealth Management's MKS Inc position peaked at $30K in Q4 2021.
94 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.