Position in MKSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$398,096
+$388,904 QoQ
Shares Held
895
+2137.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#530
of 773 holders
Holding Since
Dec 2025
3 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, 2026Medallion Wealth Advisors, LLC holds $476,395 across 4 Scientific & Technical Instruments names. MKSI ranks #1 (83.6% of the industry book) .
All Filings in MKSI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,096 | 895 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,192 | 40 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,990 | 50 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||