Trust Point Inc. MKSI MKS INSTRUMENTS INC

Ownership history in Trust Point Inc.  ·  4 quarters on record

AI Ownership Summary

Trust Point Inc. reported MKS INSTRUMENTS INC (MKSI) in 4 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows MKSI at 0.04% 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 Trust Point Inc.'s position in MKS INSTRUMENTS 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
2026 Q2

MKSI was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

How Trust Point 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 960 -2,244 -70.0% 0.04% $427K 2026-07-08 $349.39
2025 Q1 REDUCED 28.2% +24.3% 3,204 -1,257 -28.2% 0.02% $257K 2025-04-17 $63.26
2024 Q4 ADDED 4,461 +2,932 +191.8% 0.03% $466K 2025-01-24 $116.41
2024 Q1 INITIATED 1,529 0.02% $203K 2024-04-19 $106.58

FAQ About Trust Point 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 Trust Point Inc. reported owning MKSI?

Trust Point Inc. reported MKSI across 4 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MKSI position in Trust Point Inc.'s portfolio?

The largest reported portfolio weight for MKSI was 0.04% in 2026 Q2.

What is the latest reported MKSI position on this page?

The most recent filing on this page is 2026 Q2, when Trust Point Inc. reported 960 shares, equal to 0.04% of portfolio, with an estimated market value of $427K.

What does the chart on this MKSI ownership page compare?

The chart compares Trust Point 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 Trust Point Inc. time their MKSI position?

Based on 13F filing dates vs. subsequent MKSI price moves, Trust Point Inc. correctly timed 1 out of 3 reported position changes (33%).

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