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 Q3	$48.8K	Sell	184 -8	-4%	-$2.36K	0.01%	512
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

LPPL

Loftus Peak Pty Ltd Sydney, Australia $781M AUM

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

True Wealth Design's MKSI Position: Q3 2026 in Review

True Wealth Design reduced its MKS Inc (MKSI) stake by 4.2% in Q3 2026, selling an estimated $2.36K and leaving 184 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #512.

True Wealth Design first reported a position in MKSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $85.4K in Q2 2026. 59 funds tracked by Wall St. Rank hold MKSI as of Q3 2026.

True Wealth Design held 184 shares of MKS Inc worth $48.8K as of Q3 2026.
True Wealth Design sold 8 MKS Inc shares in Q3 2026, an estimated $2.36K.
MKS Inc made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #512 holding.
True Wealth Design first reported a position in MKS Inc in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's MKS Inc position peaked at $85.4K in Q2 2026.
59 funds tracked by Wall St. Rank held MKS Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.