AE Wealth Management LLC

Position in MKSI — Mks Inc

CIK 1697723 TOPEKA, KS

Position in MKSI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,321,937

+$648,373 QoQ

Shares Held

2,972

+1.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#391

of 773 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

AE Wealth Management LLC holds $7,536,383 across 9 Scientific & Technical Instruments names. MKSI ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COHR	Coherent Corp.	4,955	$1,954,583
2	MKSI	Mks Inc This page	2,972	$1,321,937
3	KEYS	Keysight Technologies, Inc.	2,749	$962,330
4	TDY	Teledyne Technologies Inc	1,429	$952,993
5	TRMB	Trimble Inc.	12,952	$662,878
6	BMI	Badger Meter Inc	4,218	$625,851
7	GRMN	Garmin Ltd	1,890	$448,944
8	ITRN	Ituran Location & Control Ltd.	5,650	$344,706

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,321,937	2,972	+1.4%	Shares	Other	2026-08-03
2026-03-31	$673,564	2,931	+12.6%	Shares	Other	2026-05-13
2025-12-31	$415,794	2,602	+52.9%	Shares	Other	2026-01-26
2025-09-30	$210,651	1,702	-45.9%	Shares	Other	2025-11-03
2024-12-31	$328,610	3,148	+89.8%	Shares	Other	2025-02-13
2024-06-30	$216,627	1,659	+5.9%	Shares	Other	2024-08-12
2024-03-31	$208,411	1,567	-40.2%	Shares	Other	2024-05-15
2023-12-31	$269,416	2,619	-26.9%	Shares	Sole	2024-02-14
2021-06-30	$637,594	3,583	+33.9%	Shares	Sole	2021-07-21
2021-03-31	$496,183	2,676	-39.1%	Shares	Sole	2021-04-27
2020-12-31	$661,378	4,396	-19.7%	Shares	Sole	2021-02-01
2020-09-30	$598,034	5,475	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.