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USA Financial Formulas’s MKS Inc MKSI Stock Holding History

USA Financial Formulas’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 		$212K Buy
922
+758
+462% +$171K 0.04% 109
2025
Q4 		$26.2K Buy
+164
New +$24.3K ﹤0.01% 251
2020
Q2 		– Sell
-6,293
Closed -$513K – 293
2020
Q1 		$513K Buy
+6,293
New +$644K 0.33% 84
2018
Q3 		– Sell
-3,601
Closed -$416K – 348
2018
Q2 		$416K Sell
3,601
-19
-0.5% -$2.07K 0.1% 166
2018
Q1 		$419K Buy
+3,620
New +$397K 0.1% 165
2017
Q4 		– Sell
-4,089
Closed -$386K – 311
2017
Q3 		$386K Sell
4,089
-3,078
-43% -$252K 0.09% 196
2017
Q2 		$482K Sell
7,167
-8,838
-55% -$670K 0.12% 169
2017
Q1 		$1.1M Buy
16,005
+6,823
+74% +$449K 0.26% 80
2016
Q4 		$545K Buy
9,182
+2,269
+33% +$122K 0.14% 121
2016
Q3 		$344K Buy
+6,913
New +$326K 0.09% 179
2015
Q1 		– Sell
-12,026
Closed -$440K – 219
2014
Q4 		$440K Buy
+12,026
New +$425K 0.15% 127

Other funds holding MKSI

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $1.47T 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