AVANTAX ADVISORY SERVICES, INC. MKSI — MKS INSTRS INC

Ownership history in AVANTAX ADVISORY SERVICES, INC.  ·  6 quarters on record

AI Ownership Summary

AVANTAX ADVISORY SERVICES, INC. reported MKS INSTRS INC (MKSI) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q1. The latest visible filing shows MKSI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MKSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AVANTAX ADVISORY SERVICES, INC.'s position in MKS INSTRS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

MKSI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MKSI stock page AVANTAX ADVISORY SERVICES, INC. fund profile AVANTAX ADVISORY SERVICES, INC. full holdings
How AVANTAX ADVISORY SERVICES, INC. held MKSI — position size vs. price
% of Fund (quarterly)    MKSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED — — — 3,627 +1,484 +69.2% 0.00% $291K 2025-05-06 $72.15
2024 Q4 ADDED — — — 2,143 +97 +4.7% 0.00% $224K 2025-02-10 $111.79
2024 Q3 REDUCED — — — 2,046 -94 -4.4% 0.00% $222K 2024-11-13 $110.69
2024 Q2 REDUCED 25.1% -16.6% ✅ 2,140 -717 -25.1% 0.00% $279K 2024-08-09 $106.73
2024 Q1 REDUCED 21.1% -2.5% ✅ 2,857 -764 -21.1% 0.00% $380K 2024-05-08 $121.57
2023 Q4 INITIATED — — — 3,621 — — 0.00% $373K 2024-02-07 $106.26

🏢 Other funds also holding MKSI

As of 2026 Q1 — sorted by position size

Polaris Capital Management, LLC 3Y 7Y 2.53% Oliver Luxxe Assets LLC 3Y 7Y 0.77% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.61% GHP Investment Advisors, Inc. 3Y 7Y 0.48% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 0.26% OVERSEA-CHINESE BANKING Corp Ltd 3Y 0.23% Index Technologies Group LLC 0.22% Linden Thomas Advisory Services, LLC 3Y 0.18% Hanson & Doremus Investment Management 3Y 7Y 0.18% Inspire Investing, LLC 3Y 7Y 0.18%

FAQ About AVANTAX ADVISORY SERVICES, INC. and MKSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has AVANTAX ADVISORY SERVICES, INC. reported owning MKSI?

AVANTAX ADVISORY SERVICES, INC. reported MKSI across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported MKSI position in AVANTAX ADVISORY SERVICES, INC.'s portfolio?

The largest reported portfolio weight for MKSI was 0.00% in 2023 Q4.

What is the latest reported MKSI position on this page?

The most recent filing on this page is 2025 Q1, when AVANTAX ADVISORY SERVICES, INC. reported 3,627 shares, equal to 0.00% of portfolio, with an estimated market value of $291K.

What does the chart on this MKSI ownership page compare?

The chart compares AVANTAX ADVISORY SERVICES, INC.'s quarterly MKSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AVANTAX ADVISORY SERVICES, INC. time their MKSI position?

Based on 13F filing dates vs. subsequent MKSI price moves, AVANTAX ADVISORY SERVICES, INC. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on MKSI relative to SPY over the holding period was -34.1%.

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