Wingate Wealth Advisors’s MKS Inc MKSI Stock Holding History

Wingate Wealth 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 Q1	–	Sell	-162	Closed	-$16.9K	–	291
2024 Q4	$16.9K	Buy	+162	New	+$17.5K	0.02%	303

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

Wingate Wealth Advisors's MKSI Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of MKS Inc (MKSI) in Q1 2025, closing a stake of 162 shares — an estimated $16.9K sold.

Wingate Wealth Advisors first reported a position in MKSI in Q4 2024 and held it in 1 quarter. The position peaked at $16.9K in Q4 2024. 396 funds tracked by Wall St. Rank hold MKSI as of Q1 2025.

Wingate Wealth Advisors reported no remaining MKS Inc position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 162 MKS Inc shares in Q1 2025, an estimated $16.9K.
Wingate Wealth Advisors first reported a position in MKS Inc in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's MKS Inc position peaked at $16.9K in Q4 2024.
396 funds tracked by Wall St. Rank held MKS Inc as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.