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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aaron Wealth Advisors's MSM Position: Q2 2026 in Review

Aaron Wealth Advisors increased its MSC Industrial Direct (MSM) stake by 24% in Q2 2026, buying an estimated $90.7K and bringing the position to 4,412 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #407.

Aaron Wealth Advisors first reported a position in MSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $619K in Q3 2025. 479 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Aaron Wealth Advisors held 4,412 shares of MSC Industrial Direct worth $525K as of Q2 2026.
  • Aaron Wealth Advisors bought 854 MSC Industrial Direct shares in Q2 2026, an estimated $90.7K.
  • MSC Industrial Direct made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #407 holding.
  • Aaron Wealth Advisors first reported a position in MSC Industrial Direct in Q2 2025 and has held it in 5 quarters since.
  • Aaron Wealth Advisors's MSC Industrial Direct position peaked at $619K in Q3 2025.
  • 479 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.