Whipplewood Advisors’s MKS Inc MKSI Stock Holding History

Whipplewood 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
2025 Q2	–	Sell	-4	Closed	-$561	–	1247
2025 Q1	$561	Sell	4 -3	-43%	-$303	﹤0.01%	1118
2024 Q4	$731	Buy	+7	New	+$756	﹤0.01%	1064

Other funds holding MKSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Whipplewood Advisors's MKSI Position: Q2 2025 in Review

Whipplewood Advisors sold out of MKS Inc (MKSI) in Q2 2025, closing a stake of 4 shares — an estimated $561 sold.

Whipplewood Advisors first reported a position in MKSI in Q4 2024 and held it in 2 quarters. The position peaked at $731 in Q4 2024. 394 funds tracked by Wall St. Rank hold MKSI as of Q2 2025.

Whipplewood Advisors reported no remaining MKS Inc position as of Q2 2025 after selling out during the quarter.
Whipplewood Advisors sold 4 MKS Inc shares in Q2 2025, an estimated $561.
Whipplewood Advisors first reported a position in MKS Inc in Q4 2024 and held it in 2 quarters.
Whipplewood Advisors's MKS Inc position peaked at $731 in Q4 2024.
394 funds tracked by Wall St. Rank held MKS Inc as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.