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Wedmont Private Capital’s MKS Inc MKSI Stock Holding History

Wedmont Private Capital’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 		$1.51M Buy
4,098
+239
+6% +$74.8K 0.04% 251
2026
Q1 		$988K Buy
3,859
+795
+26% +$180K 0.03% 321
2025
Q4 		$561K Buy
3,064
+211
+7% +$31.3K 0.02% 430
2025
Q3 		$368K Buy
2,853
+203
+8% +$21.6K 0.01% 557
2025
Q2 		$280K Buy
+2,650
New +$215K 0.01% 596

Other funds holding MKSI

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Wedmont Private Capital's MKSI Position: Q2 2026 in Review

Wedmont Private Capital increased its MKS Inc (MKSI) stake by 6.2% in Q2 2026, buying an estimated $74.8K and bringing the position to 4,098 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #251.

Wedmont Private Capital first reported a position in MKSI in Q2 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Wedmont Private Capital held 4,098 shares of MKS Inc worth $1.51M as of Q2 2026.
  • Wedmont Private Capital bought 239 MKS Inc shares in Q2 2026, an estimated $74.8K.
  • MKS Inc made up 0.04% of Wedmont Private Capital's portfolio in Q2 2026, its #251 holding.
  • Wedmont Private Capital first reported a position in MKS Inc in Q2 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.