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Summit Wealth Group (Colorado)’s MKS Inc MKSI Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-331
Closed -$276K – 476
2025
Q3 		$276K Buy
+331
New +$35.3K 0.03% 378

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MKSI Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of MKS Inc (MKSI) in Q4 2025, closing a stake of 331 shares — an estimated $276K sold.

Summit Wealth Group (Colorado) first reported a position in MKSI in Q3 2025 and held it in 1 quarter. The position peaked at $276K in Q3 2025. 514 funds tracked by Wall St. Rank hold MKSI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining MKS Inc position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 331 MKS Inc shares in Q4 2025, an estimated $276K.
  • Summit Wealth Group (Colorado) first reported a position in MKS Inc in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s MKS Inc position peaked at $276K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held MKS Inc as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.