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Wellington Shields Capital Management’s MKS Inc MKSI Stock Holding History

Wellington Shields 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
2026
Q2 		$13.2M Sell
29,770
-22,450
-43% -$7.03M 1.68% 16
2026
Q1 		$12M Sell
52,220
-1,941
-4% -$439K 1.8% 13
2025
Q4 		$8.65M Sell
54,161
-721
-1% -$107K 1.26% 18
2025
Q3 		$6.79M Sell
54,882
-237
-0.4% -$25.3K 1.03% 22
2025
Q2 		$5.48M Buy
+55,119
New +$4.48M 0.93% 24

Other funds holding MKSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Wellington Shields Capital Management's MKSI Position: Q2 2026 in Review

Wellington Shields Capital Management reduced its MKS Inc (MKSI) stake by 43% in Q2 2026, selling an estimated $7.03M and leaving 29,770 shares worth $13.2M. The position accounts for 1.68% of the portfolio, ranked #16.

Wellington Shields Capital Management first reported a position in MKSI in Q2 2025 and has held it in 5 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Wellington Shields Capital Management held 29,770 shares of MKS Inc worth $13.2M as of Q2 2026.
  • Wellington Shields Capital Management sold 22,450 MKS Inc shares in Q2 2026, an estimated $7.03M.
  • MKS Inc made up 1.68% of Wellington Shields Capital Management's portfolio in Q2 2026, its #16 holding.
  • Wellington Shields Capital Management first reported a position in MKS Inc in Q2 2025 and has held it in 5 quarters since.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.