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Chuck Royce’s MKSI Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q2 2013
+6.62 M Shares
Current Position
616,605 Shares
$98.53 M Value

Chuck Royce's MKSI Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 616,605 shares of MKS Inc. (MKSI) worth $98.53 M, representing 1.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.

Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in MKSI, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 879,112 shares. Largest reduction occurred in Q4 2015, reducing 1.51 M shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's MKS (MKSI) Holding Value Over Time

Track share changes against reported price movement

Quarterly MKS (MKSI) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -210,522 Reduce 25.45% 616,605 $159.80
Q3 2025 -87,984 Reduce 9.61% 827,127 $123.77
Q2 2025 +121,867 Add 15.36% 915,111 $99.36
Q1 2025 +53,800 Add 7.28% 793,244 $80.15
Q4 2024 -23,950 Reduce 3.14% 739,444 $104.39
Q3 2024 -37,017 Reduce 4.62% 763,394 $108.71
Q2 2024 -119,081 Reduce 12.95% 800,411 $130.58
Q1 2024 -200,201 Reduce 17.88% 919,492 $133.00
Q4 2023 +159,704 Add 16.64% 1.12 M $102.87
Q3 2023 -49,077 Reduce 4.86% 959,989 $86.54
Q2 2023 +122,848 Add 13.86% 1.01 M $108.10
Q1 2023 +38,403 Add 4.53% 886,218 $88.62
Q4 2022 +45,462 Add 5.67% 847,815 $84.73
Q3 2022 +11,622 Add 1.47% 802,353 $82.64
Q2 2022 +103,395 Add 15.04% 790,731 $102.63
Q1 2022 -155,946 Reduce 18.49% 687,336 $150.00
Q4 2021 -32,850 Reduce 3.75% 843,282 $174.17
Q3 2021 +96,739 Add 12.41% 876,132 $150.91
Q2 2021 -110,673 Reduce 12.43% 779,393 $177.95
Q1 2021 -71,519 Reduce 7.44% 890,066 $185.42
Q4 2020 -26,550 Reduce 2.69% 961,585 $150.45
Q3 2020 -11,383 Reduce 1.14% 988,135 $109.23
Q2 2020 -28,493 Reduce 2.77% 999,518 $113.24
Q1 2020 +6,993 Add 0.68% 1.03 M $81.45
Q4 2019 -138,243 Reduce 11.93% 1.02 M $110.01
Q3 2019 -86,421 Reduce 6.94% 1.16 M $92.28
Q2 2019 -46,041 Reduce 3.56% 1.25 M $77.89
Q1 2019 -111,042 Reduce 7.92% 1.29 M $93.05
Q4 2018 +338,387 Add 31.79% 1.4 M $64.61
Q3 2018 +63,481 Add 6.34% 1.06 M $80.15
Q2 2018 +50,368 Add 5.30% 1 M $95.70
Q1 2018 -323,295 Reduce 25.38% 950,529 $115.65
Q4 2017 -392,071 Reduce 23.54% 1.27 M $94.50
Q3 2017 -120,486 Reduce 6.74% 1.67 M $94.45
Q2 2017 -90,600 Reduce 4.83% 1.79 M $67.30
Q1 2017 -451,632 Reduce 19.39% 1.88 M $68.75
Q4 2016 -338,497 Reduce 12.69% 2.33 M $59.40
Q3 2016 -787,131 Reduce 22.79% 2.67 M $49.73
Q2 2016 -666,546 Reduce 16.18% 3.45 M $43.06
Q1 2016 -742,207 Reduce 15.26% 4.12 M $37.65
Q4 2015 -1.51 M Reduce 23.68% 4.86 M $36.00
Q3 2015 -438,940 Reduce 6.44% 6.37 M $33.53
Q2 2015 +78,518 Add 1.17% 6.81 M $37.94
Q1 2015 -6,845 Reduce 0.10% 6.73 M $33.81
Q4 2014 -1.48 M Reduce 18.00% 6.74 M $36.60
Q3 2014 -79,800 Reduce 0.96% 8.22 M $33.38
Q2 2014 +278,924 Add 3.48% 8.3 M $31.24
Q1 2014 +34,800 Add 0.44% 8.02 M $29.89
Q4 2013 +487,471 Add 6.50% 7.98 M $29.94
Q3 2013 +879,112 Add 13.28% 7.5 M $26.59
Q2 2013 +6.62 M Add 0.00% 6.62 M $26.54

Chuck Royce's MKS Investment FAQs

Chuck Royce first purchased MKS Inc. (MKSI) in Q2 2013, acquiring 6,617,617 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held MKS Inc. (MKSI) for 51 quarters since Q2 2013.

Chuck Royce's largest addition to MKS Inc. (MKSI) was in Q2 2013, adding 6,617,617 shares worth $175.63 M.

According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 616,605 shares of MKS Inc. (MKSI), valued at approximately $98.53 M.

As of the Q4 2025 filing, MKS Inc. (MKSI) represents approximately 1.00% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in MKS Inc. (MKSI) was 8,297,924 shares, as reported at the end of Q2 2014.