Position in MKSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$472,377
+$247,314 QoQ
Shares Held
1,062
-49.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#504
of 773 holders
Holding Since
Jun 2023
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKSI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026CreativeOne Wealth, LLC holds $911,485 across 3 Scientific & Technical Instruments names. MKSI ranks #1 (51.8% of the industry book) .
All Filings in MKSI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,377 | 1,062 | Shares | Sole | 2026-08-13 | |
| 2023-06-30 | $225,063 | 2,082 | Shares | Other | 2023-08-16 | |
| No filing history on record for this holder in this stock. | ||||||