WCM Investment Management
MKSI icon

WCM Investment Management’s MKS Inc MKSI Stock Holding History

WCM Investment Management’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 		$2.55M Sell
12,120
-6,436
-35% -$1.46M 0.01% 205
2025
Q4 		$3M Sell
18,556
-15,288
-45% -$2.27M 0.01% 193
2025
Q3 		$4.13M Sell
33,844
-3,196
-9% -$341K 0.01% 174
2025
Q2 		$3.71M Buy
37,040
+618
+2% +$50.2K 0.01% 166
2025
Q1 		$2.97M Buy
36,422
+1,353
+4% +$137K 0.01% 210
2024
Q4 		$3.65M Buy
35,069
+7,136
+26% +$770K 0.01% 201
2024
Q3 		$3.08M Buy
27,933
+33
+0.1% +$3.92K 0.01% 184
2024
Q2 		$3.63M Buy
27,900
+33
+0.1% +$4.16K 0.01% 171
2024
Q1 		$3.71M Sell
27,867
-21,726
-44% -$2.52M 0.01% 165
2023
Q4 		$5.21M Buy
49,593
+5,829
+13% +$473K 0.01% 166
2023
Q3 		$3.79M Buy
43,764
+11
+0% +$1.07K 0.01% 162
2023
Q2 		$4.74M Sell
43,753
-792
-2% -$72.5K 0.01% 160
2023
Q1 		$3.95M Buy
44,545
+274
+0.6% +$26.1K 0.01% 164
2022
Q4 		$3.75M Buy
+44,271
New +$3.55M 0.01% 170

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State Street
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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