Wealth Enhancement Advisory Services
MKSI icon

Wealth Enhancement Advisory Services’s MKS Inc MKSI Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.33M Buy
15,518
+4,590
+42% +$1.44M 0.01% 970
2026
Q1 		$2.31M Sell
10,928
-484
-4% -$109K ﹤0.01% 1313
2025
Q4 		$2.09M Buy
11,412
+2,247
+25% +$333K ﹤0.01% 1486
2025
Q3 		$1.18M Buy
9,165
+955
+12% +$102K ﹤0.01% 1748
2025
Q2 		$858K Buy
8,210
+4,318
+111% +$351K ﹤0.01% 1847
2025
Q1 		$312K Sell
3,892
-428
-10% -$43.2K ﹤0.01% 2419
2024
Q4 		$451K Sell
4,320
-533
-11% -$57.5K ﹤0.01% 2063
2024
Q3 		$528K Buy
4,853
+1,807
+59% +$215K ﹤0.01% 1801
2024
Q2 		$398K Sell
3,046
-1,905
-38% -$240K ﹤0.01% 1790
2024
Q1 		$658K Buy
4,951
+18
+0.4% +$2.09K ﹤0.01% 1435
2023
Q4 		$507K Sell
4,933
-779
-14% -$63.3K ﹤0.01% 1495
2023
Q3 		$494K Buy
+5,712
New +$557K ﹤0.01% 1426
2018
Q4 		– Sell
-14,316
Closed -$1.01M – 192
2018
Q3 		$1.01M Buy
+14,316
New +$1.31M 0.06% 116

Other funds holding MKSI

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's MKSI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its MKS Inc (MKSI) stake by 42% in Q2 2026, buying an estimated $1.44M and bringing the position to 15,518 shares worth $5.33M. The position accounts for 0.01% of the portfolio, ranked #970.

Wealth Enhancement Advisory Services first reported a position in MKSI in Q3 2018 and has held it in 13 quarters since. 104 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,518 shares of MKS Inc worth $5.33M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,590 MKS Inc shares in Q2 2026, an estimated $1.44M.
  • MKS Inc made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #970 holding.
  • Wealth Enhancement Advisory Services first reported a position in MKS Inc in Q3 2018 and has held it in 13 quarters since.
  • 104 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.