Williams Jones Wealth Management’s MKS Inc MKSI Stock Holding History

Williams Jones 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
2025 Q2	–	Sell	-8,482	Closed	-$680K	–	521
2025 Q1	$680K	Sell	8,482 -2,300	-21%	-$232K	0.01%	292
2024 Q4	$1.13M	Sell	10,782 -2,524	-19%	-$272K	0.01%	242
2024 Q3	$1.45M	Hold	13,306	–	–	0.02%	223
2024 Q2	$1.74M	Sell	13,306 -24	-0.2%	-$3.03K	0.02%	206
2024 Q1	$1.77M	Sell	13,330 -1,510	-10%	-$175K	0.02%	205
2023 Q4	$1.53M	Sell	14,840 -8,802	-37%	-$715K	0.02%	218
2023 Q3	$2.05M	Buy	23,642 +13,435	+132%	+$1.31M	0.03%	192
2023 Q2	$1.1M	Buy	+10,207	New	+$934K	0.02%	252

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

Williams Jones Wealth Management's MKSI Position: Q2 2025 in Review

Williams Jones Wealth Management sold out of MKS Inc (MKSI) in Q2 2025, closing a stake of 8,482 shares — an estimated $680K sold.

Williams Jones Wealth Management first reported a position in MKSI in Q2 2023 and held it in 8 quarters. The position peaked at $2.05M in Q3 2023. 394 funds tracked by Wall St. Rank hold MKSI as of Q2 2025.

Williams Jones Wealth Management reported no remaining MKS Inc position as of Q2 2025 after selling out during the quarter.
Williams Jones Wealth Management sold 8,482 MKS Inc shares in Q2 2025, an estimated $680K.
Williams Jones Wealth Management first reported a position in MKS Inc in Q2 2023 and held it in 8 quarters.
Williams Jones Wealth Management's MKS Inc position peaked at $2.05M in Q3 2023.
394 funds tracked by Wall St. Rank held MKS Inc as of Q2 2025.

Based on Williams Jones Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.