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True Wealth Design’s MKS Inc MKSI Stock Holding History

True Wealth Design’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 		$85.4K Buy
192
+30
+19% +$9.39K 0.02% 304
2026
Q1 		$37.2K Buy
162
+79
+95% +$17.9K 0.01% 483
2025
Q4 		$13.3K Buy
83
+4
+5% +$593 ﹤0.01% 753
2025
Q3 		$9.78K Buy
79
+35
+80% +$3.73K ﹤0.01% 839
2025
Q2 		$4.37K Sell
44
-105
-70% -$8.53K ﹤0.01% 864
2025
Q1 		$11.9K Buy
+149
New +$15K ﹤0.01% 427
2024
Q4 		– Sell
-59
Closed -$6.41K – 1460
2024
Q3 		$6.41K Buy
+59
New +$7.01K ﹤0.01% 505

Other funds holding MKSI

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
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

True Wealth Design's MKSI Position: Q2 2026 in Review

True Wealth Design increased its MKS Inc (MKSI) stake by 19% in Q2 2026, buying an estimated $9.39K and bringing the position to 192 shares worth $85.4K. The position accounts for 0.02% of the portfolio, ranked #304.

True Wealth Design first reported a position in MKSI in Q3 2024 and has held it in 7 quarters since. 773 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • True Wealth Design held 192 shares of MKS Inc worth $85.4K as of Q2 2026.
  • True Wealth Design bought 30 MKS Inc shares in Q2 2026, an estimated $9.39K.
  • MKS Inc made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #304 holding.
  • True Wealth Design first reported a position in MKS Inc in Q3 2024 and has held it in 7 quarters since.
  • 773 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.