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Summit Global Investments’s MKS Inc MKSI Stock Holding History

Summit Global Investments’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
2025
Q2 		– Sell
-5,914
Closed -$474K – 506
2025
Q1 		$474K Sell
5,914
-6,097
-51% -$616K 0.03% 303
2024
Q4 		$1.25M Buy
+12,011
New +$1.3M 0.08% 174
2017
Q3 		– Sell
-6,600
Closed -$444K – 243
2017
Q2 		$444K Sell
6,600
-3,700
-36% -$280K 0.13% 227
2017
Q1 		$708K Hold
10,300
– – 0.23% 79
2016
Q4 		$612K Buy
+10,300
New +$556K 0.22% 82

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Summit Global Investments's MKSI Position: Q2 2025 in Review

Summit Global Investments sold out of MKS Inc (MKSI) in Q2 2025, closing a stake of 5,914 shares — an estimated $474K sold.

Summit Global Investments first reported a position in MKSI in Q4 2016 and held it in 5 quarters. The position peaked at $1.25M in Q4 2024. 394 funds tracked by Wall St. Rank hold MKSI as of Q2 2025.

  • Summit Global Investments reported no remaining MKS Inc position as of Q2 2025 after selling out during the quarter.
  • Summit Global Investments sold 5,914 MKS Inc shares in Q2 2025, an estimated $474K.
  • Summit Global Investments first reported a position in MKS Inc in Q4 2016 and held it in 5 quarters.
  • Summit Global Investments's MKS Inc position peaked at $1.25M in Q4 2024.
  • 394 funds tracked by Wall St. Rank held MKS Inc as of Q2 2025.

Based on Summit Global Investments's 13F filing for Q2 2025, filed 12 Aug 2025.