Superior Planning, LLC’s MSC Industrial Direct MSM Stock Holding History

Superior Planning, LLC’s Portfolio MSM Stock Details MSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.1K	Buy	+187	New	+$22.8K	0.01%	640

Other funds holding MSM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's MSM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in MSC Industrial Direct (MSM) in Q3 2026: 187 shares worth $23.1K. The stake represents 0.01% of the portfolio and ranks #640 among its holdings.

338 funds tracked by Wall St. Rank hold MSM as of Q3 2026.

Superior Planning, LLC held 187 shares of MSC Industrial Direct worth $23.1K as of Q3 2026.
MSC Industrial Direct was a new Superior Planning, LLC position in Q3 2026.
MSC Industrial Direct made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #640 holding.
338 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.