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Strategic Wealth Partners’s MKS Inc MKSI Stock Holding History

Strategic Wealth 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 		– Sell
-21
Closed -$3.28K – 1527
2025
Q4 		$3.28K Hold
21
– – ﹤0.01% 1129
2025
Q3 		$2.54K Hold
21
– – ﹤0.01% 1144
2025
Q2 		$2.04K Buy
+21
New +$1.71K ﹤0.01% 1004
2022
Q2 		– Sell
-7,456
Closed -$1.12M – 265
2022
Q1 		$1.12M Buy
7,456
+1,258
+20% +$195K 0.22% 126
2021
Q4 		$1.08M Buy
6,198
+1,204
+24% +$188K 0.2% 137
2021
Q3 		$754K Buy
+4,994
New +$767K 0.22% 128

Other funds holding MKSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Strategic Wealth Partners's MKSI Position: Q1 2026 in Review

Strategic Wealth Partners sold out of MKS Inc (MKSI) in Q1 2026, closing a stake of 21 shares — an estimated $3.28K sold.

Strategic Wealth Partners first reported a position in MKSI in Q3 2021 and held it in 6 quarters. The position peaked at $1.12M in Q1 2022. 620 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Strategic Wealth Partners reported no remaining MKS Inc position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 21 MKS Inc shares in Q1 2026, an estimated $3.28K.
  • Strategic Wealth Partners first reported a position in MKS Inc in Q3 2021 and held it in 6 quarters.
  • Strategic Wealth Partners's MKS Inc position peaked at $1.12M in Q1 2022.
  • 620 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.