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WealthTrak Capital Management’s MKS Inc MKSI Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-13
Closed -$1.29K – 586
2025
Q2 		$1.29K Sell
13
-6
-32% -$488 ﹤0.01% 496
2025
Q1 		$1.52K Buy
+19
New +$1.92K ﹤0.01% 434

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WealthTrak Capital Management's MKSI Position: Q3 2025 in Review

WealthTrak Capital Management sold out of MKS Inc (MKSI) in Q3 2025, closing a stake of 13 shares — an estimated $1.29K sold.

WealthTrak Capital Management first reported a position in MKSI in Q1 2025 and held it in 2 quarters. The position peaked at $1.52K in Q1 2025. 433 funds tracked by Wall St. Rank hold MKSI as of Q3 2025.

  • WealthTrak Capital Management reported no remaining MKS Inc position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 13 MKS Inc shares in Q3 2025, an estimated $1.29K.
  • WealthTrak Capital Management first reported a position in MKS Inc in Q1 2025 and held it in 2 quarters.
  • WealthTrak Capital Management's MKS Inc position peaked at $1.52K in Q1 2025.
  • 433 funds tracked by Wall St. Rank held MKS Inc as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.