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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
Q3 		$1.09M Buy
4,193
+95
+2% +$28.1K 0.03% 366
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Wedmont Private Capital's MKSI Position: Q3 2026 in Review

Wedmont Private Capital increased its MKS Inc (MKSI) stake by 2.3% in Q3 2026, buying an estimated $28.1K and bringing the position to 4,193 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #366.

Wedmont Private Capital first reported a position in MKSI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.51M in Q2 2026. 20 funds tracked by Wall St. Rank hold MKSI as of Q3 2026.

  • Wedmont Private Capital held 4,193 shares of MKS Inc worth $1.09M as of Q3 2026.
  • Wedmont Private Capital bought 95 MKS Inc shares in Q3 2026, an estimated $28.1K.
  • MKS Inc made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #366 holding.
  • Wedmont Private Capital first reported a position in MKS Inc in Q2 2025 and has held it in 6 quarters since.
  • Wedmont Private Capital's MKS Inc position peaked at $1.51M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held MKS Inc as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.