Rothwell Investment Advisors, LLC’s MSC Industrial Direct MSM Stock Holding History

Rothwell Investment Advisors, 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	$21.4K	Buy	+173	New	+$21.1K	0.01%	608

Other funds holding MSM

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

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

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MSM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in MSC Industrial Direct (MSM) in Q3 2026: 173 shares worth $21.4K. The stake represents 0.01% of the portfolio and ranks #608 among its holdings.

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

Rothwell Investment Advisors, LLC held 173 shares of MSC Industrial Direct worth $21.4K as of Q3 2026.
MSC Industrial Direct was a new Rothwell Investment Advisors, LLC position in Q3 2026.
MSC Industrial Direct made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #608 holding.
227 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.