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United Capital Financial Advisors’s MKS Inc MKSI Stock Holding History

United Capital Financial 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
Q2 		$1.27M Sell
2,866
-299
-9% -$93.6K 0.01% 721
2026
Q1 		$727K Buy
+3,165
New +$716K ﹤0.01% 899

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

United Capital Financial Advisors's MKSI Position: Q2 2026 in Review

United Capital Financial Advisors reduced its MKS Inc (MKSI) stake by 9.4% in Q2 2026, selling an estimated $93.6K and leaving 2,866 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #721.

United Capital Financial Advisors first reported a position in MKSI in Q1 2026 and has held it in 2 quarters since. 773 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • United Capital Financial Advisors held 2,866 shares of MKS Inc worth $1.27M as of Q2 2026.
  • United Capital Financial Advisors sold 299 MKS Inc shares in Q2 2026, an estimated $93.6K.
  • MKS Inc made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #721 holding.
  • United Capital Financial Advisors first reported a position in MKS Inc in Q1 2026 and has held it in 2 quarters since.
  • 773 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.