Position in MKSI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$222,844
New position
Shares Held
501
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#609
of 774 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,297,779 across 11 Scientific & Technical Instruments names. MKSI ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOVT |
Novanta Inc
|
1,379 | $223,728 | |
| 2 | MKSI |
Mks Inc
This page
|
501 | $222,844 | |
| 3 | CGNX |
Cognex Corp
|
2,988 | $216,390 | |
| 4 | KEYS |
Keysight Technologies, Inc.
|
446 | $156,131 | |
| 5 | TDY |
Teledyne Technologies Inc
|
222 | $148,051 | |
| 6 | BMI |
Badger Meter Inc
|
969 | $143,780 | |
| 7 | FTV |
Fortive Corp
|
1,733 | $105,868 | |
| 8 | GRMN |
Garmin Ltd
|
283 | $67,223 |
All Filings in MKSI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,844 | 501 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||