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 Q2	$58.7M	Sell	132,009 -28,900	-18%	-$9.04M	1.51%	4
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 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

SummitTX Capital's MKSI Position: Q2 2026 in Review

SummitTX Capital reduced its MKS Inc (MKSI) stake by 18% in Q2 2026, selling an estimated $9.04M and leaving 132,009 shares worth $58.7M. The position accounts for 1.51% of the portfolio, ranked #4.

SummitTX Capital first reported a position in MKSI in Q1 2025 and has held it in 6 quarters since. 774 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

SummitTX Capital held 132,009 shares of MKS Inc worth $58.7M as of Q2 2026.
SummitTX Capital sold 28,900 MKS Inc shares in Q2 2026, an estimated $9.04M.
MKS Inc made up 1.51% of SummitTX Capital's portfolio in Q2 2026, its #4 holding.
SummitTX Capital first reported a position in MKS Inc in Q1 2025 and has held it in 6 quarters since.
774 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.