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Westover Capital Advisors’s MKS Inc MKSI Stock Holding History

Westover Capital Advisors’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
Q1 		$345K Hold
1,500
– – 0.06% 181
2025
Q4 		$240K Buy
+1,500
New +$223K 0.04% 213
2022
Q2 		– Sell
-1,924
Closed -$289K – 180
2022
Q1 		$289K Hold
1,924
– – 0.09% 147
2021
Q4 		$335K Sell
1,924
-57
-3% -$8.91K 0.1% 138
2021
Q3 		$299K Sell
1,981
-1,455
-42% -$223K 0.09% 141
2021
Q2 		$611K Hold
3,436
– – 0.2% 91
2021
Q1 		$637K Buy
3,436
+212
+7% +$35.6K 0.22% 89
2020
Q4 		$485K Sell
3,224
-61
-2% -$7.98K 0.17% 97
2020
Q3 		$359K Buy
3,285
+1,244
+61% +$146K 0.15% 101
2020
Q2 		$231K Buy
+2,041
New +$203K 0.11% 103
2020
Q1 		– Sell
-2,241
Closed -$247K – 134
2019
Q4 		$247K Sell
2,241
-9
-0.4% -$943 0.11% 122
2019
Q3 		$208K Buy
+2,250
New +$186K 0.1% 130
2019
Q2 		– Sell
-2,590
Closed -$241K – 147
2019
Q1 		$241K Buy
+2,590
New +$209K 0.13% 114
2018
Q3 		– Sell
-17,058
Closed -$1.63M – 120
2018
Q2 		$1.63M Buy
17,058
+10,212
+149% +$1.11M 0.88% 44
2018
Q1 		$792K Buy
6,846
+4,045
+144% +$444K 0.43% 61
2017
Q4 		$265K Sell
2,801
-419
-13% -$41.8K 0.15% 106
2017
Q3 		$304K Sell
3,220
-370
-10% -$30.3K 0.18% 97
2017
Q2 		$242K Sell
3,590
-42
-1% -$3.18K 0.16% 102
2017
Q1 		$250K Hold
3,632
– – 0.17% 89
2016
Q4 		$216K Buy
+3,632
New +$196K 0.15% 95

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westover Capital Advisors's MKSI Position: Q1 2026 in Review

Westover Capital Advisors held its MKS Inc (MKSI) position steady in Q1 2026 at 1,500 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #181.

Westover Capital Advisors first reported a position in MKSI in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.63M in Q2 2018. 616 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Westover Capital Advisors held 1,500 shares of MKS Inc worth $345K as of Q1 2026.
  • Westover Capital Advisors left its MKS Inc share count unchanged in Q1 2026.
  • MKS Inc made up 0.06% of Westover Capital Advisors's portfolio in Q1 2026, its #181 holding.
  • Westover Capital Advisors first reported a position in MKS Inc in Q4 2016 and has held it in 20 quarters since.
  • Westover Capital Advisors's MKS Inc position peaked at $1.63M in Q2 2018.
  • 616 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.