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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
Q2 		$4.91M Sell
11,040
-4,208
-28% -$1.32M 0.06% 184
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
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 Trail Advisors's MKSI Position: Q2 2026 in Review

Summit Trail Advisors reduced its MKS Inc (MKSI) stake by 28% in Q2 2026, selling an estimated $1.32M and leaving 11,040 shares worth $4.91M. The position accounts for 0.06% of the portfolio, ranked #184.

Summit Trail Advisors first reported a position in MKSI in Q4 2017 and has held it in 6 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Summit Trail Advisors held 11,040 shares of MKS Inc worth $4.91M as of Q2 2026.
  • Summit Trail Advisors sold 4,208 MKS Inc shares in Q2 2026, an estimated $1.32M.
  • MKS Inc made up 0.06% of Summit Trail Advisors's portfolio in Q2 2026, its #184 holding.
  • Summit Trail Advisors first reported a position in MKS Inc in Q4 2017 and has held it in 6 quarters since.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.