Stonegate Investment Group’s MKS Inc MKSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$366K Sell
2,961
-213
-7% -$22.7K 0.01% 292
2025
Q2
$315K Buy
3,174
+432
+16% +$35.1K 0.01% 299
2025
Q1
$220K Buy
2,742
+331
+14% +$33.4K 0.01% 320
2024
Q4
$252K Buy
2,411
+334
+16% +$36.1K 0.01% 295
2024
Q3
$226K Sell
2,077
-205
-9% -$24.4K 0.01% 324
2024
Q2
$298K Buy
2,282
+541
+31% +$68.3K 0.01% 272
2024
Q1
$232K Buy
+1,741
New +$202K 0.01% 293

Other funds holding MKSI

Stonegate Investment Group's MKSI Position: Q3 2025 in Review

Stonegate Investment Group reduced its MKS Inc (MKSI) stake by 6.7% in Q3 2025, selling an estimated $22.7K and leaving 2,961 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #292.

Stonegate Investment Group first reported a position in MKSI in Q1 2024 and has held it in 7 quarters since. 433 funds tracked by Wall St. Rank hold MKSI as of Q3 2025.

  • Stonegate Investment Group held 2,961 shares of MKS Inc worth $366K as of Q3 2025.
  • Stonegate Investment Group sold 213 MKS Inc shares in Q3 2025, an estimated $22.7K.
  • MKS Inc made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #292 holding.
  • Stonegate Investment Group first reported a position in MKS Inc in Q1 2024 and has held it in 7 quarters since.
  • 433 funds tracked by Wall St. Rank held MKS Inc as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.