Aaron Wealth Advisors
MSM icon

Aaron Wealth Advisors’s MSC Industrial Direct MSM Stock Holding History

Aaron Wealth Advisors’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 		$798K Buy
6,453
+2,041
+46% +$249K 0.04% 315
2026
Q2 		$525K Buy
4,412
+854
+24% +$90.7K 0.03% 407
2026
Q1 		$328K Sell
3,558
-3,203
-47% -$287K 0.02% 524
2025
Q4 		$569K Buy
6,761
+45
+0.7% +$3.9K 0.03% 399
2025
Q3 		$619K Buy
6,716
+4,150
+162% +$370K 0.04% 349
2025
Q2 		$218K Buy
+2,566
New +$203K 0.02% 450

Other funds holding MSM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Aaron Wealth Advisors's MSM Position: Q3 2026 in Review

Aaron Wealth Advisors increased its MSC Industrial Direct (MSM) stake by 46% in Q3 2026, buying an estimated $249K and bringing the position to 6,453 shares worth $798K. The position accounts for 0.04% of the portfolio, ranked #315.

Aaron Wealth Advisors first reported a position in MSM in Q2 2025 and has held it in 6 quarters since. 229 funds tracked by Wall St. Rank hold MSM as of Q3 2026.

  • Aaron Wealth Advisors held 6,453 shares of MSC Industrial Direct worth $798K as of Q3 2026.
  • Aaron Wealth Advisors bought 2,041 MSC Industrial Direct shares in Q3 2026, an estimated $249K.
  • MSC Industrial Direct made up 0.04% of Aaron Wealth Advisors's portfolio in Q3 2026, its #315 holding.
  • Aaron Wealth Advisors first reported a position in MSC Industrial Direct in Q2 2025 and has held it in 6 quarters since.
  • 229 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.