Clearstead Advisors, LLC

Position in MKSI — Mks Inc

CIK 842775 CLEVELAND, OH

Position in MKSI

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$12,639

-$148,599 QoQ

Shares Held

-94.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Clearstead Advisors, LLC holds $3,362,963 across 13 Scientific & Technical Instruments names. MKSI ranks #7 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GRMN	Garmin Ltd	7,682	$1,782,300
2	FTV	Fortive Corp	11,150	$616,372
3	KEYS	Keysight Technologies, Inc.	2,141	$604,554
4	TDY	Teledyne Technologies Inc	235	$142,177
5	BMI	Badger Meter Inc	703	$107,102
6	TRMB	Trimble Inc.	1,162	$75,797
7	MKSI	Mks Inc This page	55	$12,639
8	COHR	Coherent Corp.	42	$10,004

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,639	55	-94.5%	Shares	Sole	2026-05-06
2025-12-31	$161,238	1,009	-52.9%	Shares	Sole	2026-02-09
2025-09-30	$265,115	2,142	-26.2%	Shares	Sole	2025-11-10
2025-06-30	$288,342	2,902	-27.8%	Shares	Sole	2025-08-08
2025-03-31	$322,042	4,018	+25.4%	Shares	Sole	2025-05-13
2024-12-31	$334,465	3,204	+337.1%	Shares	Sole	2025-02-10
2024-09-30	$79,684	733	+388.7%	Shares	Sole	2024-11-13
2024-06-30	$19,587	150	+275.0%	Shares	Sole	2024-08-12
2024-03-31	$5,320	40	-80.5%	Shares	Sole	2024-05-14
2023-12-31	$21,088	205	+412.5%	Shares	Sole	2024-02-12
2023-09-30	$3,461	40	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.