AWM
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Accredited Wealth Management’s MSC Industrial Direct MSM Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$2.77K Buy
100
+70
+233% +$6.24K ﹤0.01% 342
2025
Q2 		$2.55K Hold
30
– – ﹤0.01% 343
2025
Q1 		$2.33K Hold
30
– – ﹤0.01% 325
2024
Q4 		$2.24K Buy
+30
New +$2.47K ﹤0.01% 324

Other funds holding MSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accredited Wealth Management's MSM Position: Q3 2025 in Review

Accredited Wealth Management increased its MSC Industrial Direct (MSM) stake by 233% in Q3 2025, buying an estimated $6.24K and bringing the position to 100 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Accredited Wealth Management first reported a position in MSM in Q4 2024 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold MSM as of Q3 2025.

  • Accredited Wealth Management held 100 shares of MSC Industrial Direct worth $2.77K as of Q3 2025.
  • Accredited Wealth Management bought 70 MSC Industrial Direct shares in Q3 2025, an estimated $6.24K.
  • MSC Industrial Direct made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #342 holding.
  • Accredited Wealth Management first reported a position in MSC Industrial Direct in Q4 2024 and has held it in 4 quarters since.
  • 422 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.