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Whittier Trust’s MKS Inc MKSI Stock Holding History

Whittier Trust’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 		$360K Hold
977
– – ﹤0.01% 534
2026
Q1 		$232K Hold
977
– – ﹤0.01% 558
2025
Q4 		$179K Hold
977
– – ﹤0.01% 620
2025
Q3 		$135K Hold
977
– – ﹤0.01% 666
2025
Q2 		$97.1K Hold
977
– – ﹤0.01% 801
2025
Q1 		$78.3K Hold
977
– – ﹤0.01% 828
2024
Q4 		$102K Buy
+977
New +$105K ﹤0.01% 790
2022
Q2 		– Sell
-22
Closed -$3K – 1738
2022
Q1 		$3K Buy
+22
New +$3.42K ﹤0.01% 1527
2020
Q2 		– Sell
-2,000
Closed -$163K – 1461
2020
Q1 		$163K Hold
2,000
– – 0.01% 563
2019
Q4 		$220K Buy
+2,000
New +$210K 0.01% 544

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

Whittier Trust's MKSI Position: Q2 2026 in Review

Whittier Trust held its MKS Inc (MKSI) position steady in Q2 2026 at 977 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Whittier Trust first reported a position in MKSI in Q4 2019 and has held it in 10 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Whittier Trust held 977 shares of MKS Inc worth $360K as of Q2 2026.
  • Whittier Trust left its MKS Inc share count unchanged in Q2 2026.
  • MKS Inc made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #534 holding.
  • Whittier Trust first reported a position in MKS Inc in Q4 2019 and has held it in 10 quarters since.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.