Position in MKSI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,483,408
+$690,104 QoQ
Shares Held
3,335
-3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#380
of 773 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MKSI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $58,224,039 across 7 Scientific & Technical Instruments names. MKSI ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
145,827 | $51,049,657 | |
| 2 | TRMB |
Trimble Inc.
|
37,706 | $1,929,793 | |
| 3 | MKSI |
Mks Inc
This page
|
3,335 | $1,483,408 | |
| 4 | GRMN |
Garmin Ltd
|
5,438 | $1,291,742 | |
| 5 | ST |
Sensata Technologies Holding plc
|
21,225 | $1,013,281 | |
| 6 | FTV |
Fortive Corp
|
13,339 | $814,879 | |
| 7 | CGNX |
Cognex Corp
|
8,855 | $641,279 |
All Filings in MKSI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,483,408 | 3,335 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $793,304 | 3,452 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $700,563 | 4,384 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $359,683 | 3,620 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $277,799 | 3,466 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||