Summit Trail Advisors’s MKS Inc MKSI Stock Holding History

Summit Trail Advisors’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	$3.5M	Buy	15,248 +1,076	+8%	+$243K	0.05%	249
2025 Q4	$2.26M	Buy	14,172 +571	+4%	+$84.7K	0.04%	334
2025 Q3	$1.68M	Buy	13,601 +11,105	+445%	+$1.18M	0.02%	537
2025 Q2	$248K	Buy	+2,496	New	+$203K	﹤0.01%	987
2018 Q1	–	Sell	-5	Closed	–	–	1185
2017 Q4	$0	Buy	+5	New	+$498	﹤0.01%	2050

Other funds holding MKSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Trail Advisors's MKSI Position: Q1 2026 in Review

Summit Trail Advisors increased its MKS Inc (MKSI) stake by 7.6% in Q1 2026, buying an estimated $243K and bringing the position to 15,248 shares worth $3.5M. The position accounts for 0.05% of the portfolio, ranked #249.

Summit Trail Advisors first reported a position in MKSI in Q4 2017 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

Summit Trail Advisors held 15,248 shares of MKS Inc worth $3.5M as of Q1 2026.
Summit Trail Advisors bought 1,076 MKS Inc shares in Q1 2026, an estimated $243K.
MKS Inc made up 0.05% of Summit Trail Advisors's portfolio in Q1 2026, its #249 holding.
Summit Trail Advisors first reported a position in MKS Inc in Q4 2017 and has held it in 5 quarters since.
615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.