Yorktown Management & Research Company’s MKS Inc MKSI Stock Holding History

Yorktown Management & Research Company’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	-3,500	Closed	-$281K	–	228
2025 Q1	$281K	Hold	3,500	–	–	0.3%	159
2024 Q4	$365K	Hold	3,500	–	–	0.35%	136
2024 Q3	$380K	Hold	3,500	–	–	0.39%	125
2024 Q2	$457K	Hold	3,500	–	–	0.49%	77
2024 Q1	$466K	Hold	3,500	–	–	0.44%	74
2023 Q4	$360K	Hold	3,500	–	–	0.38%	121
2023 Q3	$303K	Hold	3,500	–	–	0.34%	138
2023 Q2	$378K	Buy	+3,500	New	+$320K	0.41%	112

Other funds holding MKSI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $3.37T AUM 44.26% 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

Yorktown Management & Research Company's MKSI Position: Q2 2025 in Review

Yorktown Management & Research Company sold out of MKS Inc (MKSI) in Q2 2025, closing a stake of 3,500 shares — an estimated $281K sold.

Yorktown Management & Research Company first reported a position in MKSI in Q2 2023 and held it in 8 quarters. The position peaked at $466K in Q1 2024. 395 funds tracked by Wall St. Rank hold MKSI as of Q2 2025.

Yorktown Management & Research Company reported no remaining MKS Inc position as of Q2 2025 after selling out during the quarter.
Yorktown Management & Research Company sold 3,500 MKS Inc shares in Q2 2025, an estimated $281K.
Yorktown Management & Research Company first reported a position in MKS Inc in Q2 2023 and held it in 8 quarters.
Yorktown Management & Research Company's MKS Inc position peaked at $466K in Q1 2024.
395 funds tracked by Wall St. Rank held MKS Inc as of Q2 2025.

Based on Yorktown Management & Research Company's 13F filing for Q2 2025, filed 4 Aug 2025.