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SummitTX Capital’s MKS Inc MKSI Stock Holding History

SummitTX Capital’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 		$37M Sell
160,909
-44,841
-22% -$10.1M 1.15% 5
2025
Q4 		$32.9M Buy
205,750
+9,016
+5% +$1.34M 0.99% 7
2025
Q3 		$24.3M Buy
196,734
+45,781
+30% +$4.88M 1.01% 6
2025
Q2 		$15M Buy
150,953
+18,660
+14% +$1.52M 0.65% 22
2025
Q1 		$10.6M Buy
+132,293
New +$13.4M 0.46% 38

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SummitTX Capital's MKSI Position: Q1 2026 in Review

SummitTX Capital reduced its MKS Inc (MKSI) stake by 22% in Q1 2026, selling an estimated $10.1M and leaving 160,909 shares worth $37M. The position accounts for 1.15% of the portfolio, ranked #5.

SummitTX Capital first reported a position in MKSI in Q1 2025 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • SummitTX Capital held 160,909 shares of MKS Inc worth $37M as of Q1 2026.
  • SummitTX Capital sold 44,841 MKS Inc shares in Q1 2026, an estimated $10.1M.
  • MKS Inc made up 1.15% of SummitTX Capital's portfolio in Q1 2026, its #5 holding.
  • SummitTX Capital first reported a position in MKS Inc in Q1 2025 and has held it in 5 quarters since.
  • 615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.