Position in MKSI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,106,661
+$477,901 QoQ
Shares Held
2,488
-9.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#409
of 773 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MKSI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,411,811 across 5 Scientific & Technical Instruments names. MKSI ranks #1 (45.9% of the industry book) .
All Filings in MKSI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,661 | 2,488 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $628,760 | 2,736 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $689,377 | 4,314 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $533,201 | 4,308 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $452,982 | 4,559 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $320,038 | 3,993 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $307,950 | 2,950 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $305,365 | 2,809 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $296,676 | 2,272 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $8,379 | 63 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,880 | 28 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $5,625 | 65 | Shares | Other | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||