Sunbelt Securities’s MKS Inc MKSI Stock Holding History

Sunbelt Securities’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	$3.22K	Hold	14	–	–	﹤0.01%	1800
2025 Q4	$2.24K	Hold	14	–	–	﹤0.01%	1854
2025 Q3	$1.73K	Sell	14 -21	-60%	-$2.24K	﹤0.01%	1913
2025 Q2	$3.65K	Buy	35 +21	+150%	+$1.71K	﹤0.01%	1511
2025 Q1	$1.12K	Sell	14 -21	-60%	-$2.12K	﹤0.01%	1640
2024 Q4	$3.64K	Hold	35	–	–	﹤0.01%	1512
2024 Q3	$3.81K	Buy	35 +14	+67%	+$1.66K	﹤0.01%	1499
2024 Q2	$2.74K	Hold	21	–	–	﹤0.01%	1496
2024 Q1	$2.79K	Sell	21 -14	-40%	-$1.63K	﹤0.01%	1465
2023 Q4	$3.6K	Hold	35	–	–	﹤0.01%	1369
2023 Q3	$3.03K	Hold	35	–	–	﹤0.01%	1401
2023 Q2	$3.78K	Buy	35 +21	+150%	+$1.92K	﹤0.01%	1374
2023 Q1	$1.22K	Buy	+14	New	+$1.34K	﹤0.01%	1473

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sunbelt Securities's MKSI Position: Q1 2026 in Review

Sunbelt Securities held its MKS Inc (MKSI) position steady in Q1 2026 at 14 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Sunbelt Securities first reported a position in MKSI in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.81K in Q3 2024. 620 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

Sunbelt Securities held 14 shares of MKS Inc worth $3.22K as of Q1 2026.
Sunbelt Securities left its MKS Inc share count unchanged in Q1 2026.
MKS Inc made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1800 holding.
Sunbelt Securities first reported a position in MKS Inc in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's MKS Inc position peaked at $3.81K in Q3 2024.
620 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.