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Twin Peaks Wealth Advisors’s MKS Inc MKSI Stock Holding History

Twin Peaks Wealth Advisors’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 		$54.7K Buy
+238
New +$53.8K 0.01% 414
2025
Q3 		– Sell
-229
Closed -$23.7K – 1342
2025
Q2 		$23.7K Buy
+229
New +$18.6K 0.01% 545

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Twin Peaks Wealth Advisors's MKSI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in MKS Inc (MKSI) in Q1 2026: 238 shares worth $54.7K. The stake represents 0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MKSI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MKSI in Q2 2025 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 238 shares of MKS Inc worth $54.7K as of Q1 2026.
  • MKS Inc was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • MKS Inc made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #414 holding.
  • Twin Peaks Wealth Advisors first reported a position in MKS Inc in Q2 2025 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.