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Synergy Investment Management’s MKS Inc MKSI Stock Holding History

Synergy Investment Management’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
Q2 		– Sell
-26
Closed -$2.08K – 380
2025
Q1 		$2.08K Hold
26
– – ﹤0.01% 542
2024
Q4 		$2.71K Buy
+26
New +$2.81K ﹤0.01% 545

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Synergy Investment Management's MKSI Position: Q2 2025 in Review

Synergy Investment Management sold out of MKS Inc (MKSI) in Q2 2025, closing a stake of 26 shares — an estimated $2.08K sold.

Synergy Investment Management first reported a position in MKSI in Q4 2024 and held it in 2 quarters. The position peaked at $2.71K in Q4 2024. 394 funds tracked by Wall St. Rank hold MKSI as of Q2 2025.

  • Synergy Investment Management reported no remaining MKS Inc position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 26 MKS Inc shares in Q2 2025, an estimated $2.08K.
  • Synergy Investment Management first reported a position in MKS Inc in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's MKS Inc position peaked at $2.71K in Q4 2024.
  • 394 funds tracked by Wall St. Rank held MKS Inc as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.