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Winnow Wealth’s MKS Inc MKSI Stock Holding History

Winnow Wealth’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
Q4 		– Sell
-303
Closed -$37.6K – 632
2025
Q3 		$37.6K Buy
+303
New +$32.3K 0.03% 179
2025
Q2 		– Sell
-306
Closed -$24.5K – 481
2025
Q1 		$24.5K Sell
306
-2
-0.6% -$202 0.02% 181
2024
Q4 		$31.9K Buy
+308
New +$33.2K 0.03% 161

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winnow Wealth's MKSI Position: Q4 2025 in Review

Winnow Wealth sold out of MKS Inc (MKSI) in Q4 2025, closing a stake of 303 shares — an estimated $37.6K sold.

Winnow Wealth first reported a position in MKSI in Q4 2024 and held it in 3 quarters. The position peaked at $37.6K in Q3 2025. 513 funds tracked by Wall St. Rank hold MKSI as of Q4 2025.

  • Winnow Wealth reported no remaining MKS Inc position as of Q4 2025 after selling out during the quarter.
  • Winnow Wealth sold 303 MKS Inc shares in Q4 2025, an estimated $37.6K.
  • Winnow Wealth first reported a position in MKS Inc in Q4 2024 and held it in 3 quarters.
  • Winnow Wealth's MKS Inc position peaked at $37.6K in Q3 2025.
  • 513 funds tracked by Wall St. Rank held MKS Inc as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.