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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MKSI holding history

MKS Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MKSI overviewAll 13F holders of MKSIFull Q2 2026 holdings

Shares (Q2 2026)
35,948
Value
$16.0M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MKSI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,948$16.0M<0.1%−1,075−2.9%ReducedHolders
Q1 202637,023$8.51M<0.1%−5,804−13.6%ReducedHolders
Q4 202542,827$6.84M<0.1%−273−0.6%ReducedHolders
Q3 202543,100$5.33M<0.1%−1,593−3.6%ReducedHolders
Q2 202544,693$4.44M<0.1%+10,495+30.7%AddedHolders
Q1 202534,198$2.74M<0.1%+1,698+5.2%AddedHolders
Q4 202432,500$3.39M<0.1%−1,175−3.5%ReducedHolders
Q3 202433,675$3.66M<0.1%+1,832+5.8%AddedHolders
Q2 202431,843$4.16M<0.1%+356+1.1%AddedHolders
Q1 202431,487$4.19M<0.1%+261+0.8%AddedHolders
Q4 202331,226$3.21M<0.1%−3,590−10.3%ReducedHolders
Q3 202334,816$3.01M<0.1%+4,953+16.6%AddedHolders
Q2 202329,863$3.23M<0.1%−142−0.5%ReducedHolders
Q1 202330,005$2.66M<0.1%−4,741−13.6%ReducedHolders
Q4 202234,746$2.94M<0.1%−220−0.6%ReducedHolders
Q3 202234,966$2.89M<0.1%+34,966NewHolders
Q2 20220$00.0%−1,430−100.0%Sold outHolders
Q1 20221,430$215.0K<0.1%+103+7.8%AddedHolders
Q4 20211,327$231.0K<0.1%+1,327NewHolders
Q3 20210$00.0%−1,313−100.0%Sold outHolders
Q2 20211,313$234.0K<0.1%−519−28.3%ReducedHolders
Q1 20211,832$340.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.