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Summit Securities Group’s MKS Inc MKSI Stock Holding History

Summit Securities Group’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
-137
Closed -$11K – 1287
2025
Q1 		$11K Buy
+137
New +$13.8K ﹤0.01% 537
2024
Q2 		– Sell
-8
Closed -$1K – 694
2024
Q1 		$1K Buy
+8
New +$930 ﹤0.01% 397
2016
Q4 		– Sell
-5,405
Closed -$269K – 302
2016
Q3 		$269K Sell
5,405
-2,832
-34% -$134K 0.09% 109
2016
Q2 		$355K Buy
8,237
+1,546
+23% +$60K 0.19% 131
2016
Q1 		$252K Buy
+6,691
New +$229K 0.18% 112
2014
Q2 		– Sell
-100
Closed -$3K – 626
2014
Q1 		$3K Buy
+100
New +$3K ﹤0.01% 334

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 Securities Group's MKSI Position: Q2 2025 in Review

Summit Securities Group sold out of MKS Inc (MKSI) in Q2 2025, closing a stake of 137 shares — an estimated $11K sold.

Summit Securities Group first reported a position in MKSI in Q1 2014 and held it in 6 quarters. The position peaked at $355K in Q2 2016. 394 funds tracked by Wall St. Rank hold MKSI as of Q2 2025.

  • Summit Securities Group reported no remaining MKS Inc position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 137 MKS Inc shares in Q2 2025, an estimated $11K.
  • Summit Securities Group first reported a position in MKS Inc in Q1 2014 and held it in 6 quarters.
  • Summit Securities Group's MKS Inc position peaked at $355K in Q2 2016.
  • 394 funds tracked by Wall St. Rank held MKS Inc as of Q2 2025.

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