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Univest Financial’s MKS Inc MKSI Stock Holding History

Univest Financial’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
Q1 		– Sell
-3,601
Closed -$376K – 284
2024
Q4 		$376K Sell
3,601
-9,392
-72% -$1.01M 0.02% 218
2024
Q3 		$1.41M Buy
12,993
+10,724
+473% +$1.27M 0.09% 130
2024
Q2 		$296K Sell
2,269
-30,261
-93% -$3.82M 0.08% 104
2024
Q1 		$4.33M Buy
32,530
+1,528
+5% +$178K 1.22% 25
2023
Q4 		$3.19M Sell
31,002
-4,091
-12% -$332K 0.94% 40
2023
Q3 		$3.04M Sell
35,093
-6,937
-17% -$676K 1.01% 42
2023
Q2 		$4.54M Buy
42,030
+6,088
+17% +$557K 1.37% 23
2023
Q1 		$3.19M Sell
35,942
-201
-0.6% -$19.2K 0.99% 42
2022
Q4 		$3.06M Buy
36,143
+17,509
+94% +$1.4M 0.96% 41
2022
Q3 		$1.54M Sell
18,634
-8,953
-32% -$922K 0.5% 53
2022
Q2 		$2.83M Buy
27,587
+2,580
+10% +$301K 0.92% 43
2022
Q1 		$3.75M Buy
+25,007
New +$3.89M 1.06% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

Univest Financial's MKSI Position: Q1 2025 in Review

Univest Financial sold out of MKS Inc (MKSI) in Q1 2025, closing a stake of 3,601 shares — an estimated $376K sold.

Univest Financial first reported a position in MKSI in Q1 2022 and held it in 12 quarters. The position peaked at $4.54M in Q2 2023. 396 funds tracked by Wall St. Rank hold MKSI as of Q1 2025.

  • Univest Financial reported no remaining MKS Inc position as of Q1 2025 after selling out during the quarter.
  • Univest Financial sold 3,601 MKS Inc shares in Q1 2025, an estimated $376K.
  • Univest Financial first reported a position in MKS Inc in Q1 2022 and held it in 12 quarters.
  • Univest Financial's MKS Inc position peaked at $4.54M in Q2 2023.
  • 396 funds tracked by Wall St. Rank held MKS Inc as of Q1 2025.

Based on Univest Financial's 13F filing for Q1 2025, filed 8 May 2025.