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Whalen Wealth Management’s MKS Inc MKSI Stock Holding History

Whalen Wealth 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
Q3 		$231K Buy
+871
New +$257K 0.1% 193
2024
Q2 		– Sell
-1,739
Closed -$231K – 127
2024
Q1 		$231K Buy
+1,739
New +$202K 0.17% 98

Other funds holding MKSI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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
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

Whalen Wealth Management's MKSI Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in MKS Inc (MKSI) in Q3 2026: 871 shares worth $231K. The stake represents 0.1% of the portfolio and ranks #193 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in MKSI as recently as Q1 2024.

Whalen Wealth Management first reported a position in MKSI in Q1 2024 and has held it in 2 quarters since. The position peaked at $231K in Q1 2024. 20 funds tracked by Wall St. Rank hold MKSI as of Q3 2026.

  • Whalen Wealth Management held 871 shares of MKS Inc worth $231K as of Q3 2026.
  • MKS Inc was a new Whalen Wealth Management position in Q3 2026.
  • MKS Inc made up 0.1% of Whalen Wealth Management's portfolio in Q3 2026, its #193 holding.
  • Whalen Wealth Management first reported a position in MKS Inc in Q1 2024 and has held it in 2 quarters since.
  • Whalen Wealth Management's MKS Inc position peaked at $231K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held MKS Inc as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.