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Wealthspire Advisors (New York)’s MKS Inc MKSI Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-234
Closed -$29K – 2154
2025
Q3 		$29K Buy
+234
New +$24.9K ﹤0.01% 1480

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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 $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s MKSI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of MKS Inc (MKSI) in Q4 2025, closing a stake of 234 shares — an estimated $29K sold.

Wealthspire Advisors (New York) first reported a position in MKSI in Q3 2025 and held it in 1 quarter. The position peaked at $29K in Q3 2025. 514 funds tracked by Wall St. Rank hold MKSI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining MKS Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 234 MKS Inc shares in Q4 2025, an estimated $29K.
  • Wealthspire Advisors (New York) first reported a position in MKS Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s MKS Inc position peaked at $29K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held MKS Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.