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
2026 Q2	$101K	Buy	+226	New	+$70.7K	0.01%	391
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Summit Securities Group's MKSI Position: Q2 2026 in Review

Summit Securities Group opened a new position in MKS Inc (MKSI) in Q2 2026: 226 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in MKSI as recently as Q1 2025.

Summit Securities Group first reported a position in MKSI in Q1 2014 and has held it in 7 quarters since. The position peaked at $355K in Q2 2016. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Summit Securities Group held 226 shares of MKS Inc worth $101K as of Q2 2026.
MKS Inc was a new Summit Securities Group position in Q2 2026.
MKS Inc made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #391 holding.
Summit Securities Group first reported a position in MKS Inc in Q1 2014 and has held it in 7 quarters since.
Summit Securities Group's MKS Inc position peaked at $355K in Q2 2016.
775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.