Action Point Financial Planning’s MSC Industrial Direct MSM Stock Holding History

Action Point Financial Planning’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	$3.21K	Buy	+29	New	+$3.08K	﹤0.01%	2020

Other funds holding MSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Action Point Financial Planning's MSM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in MSC Industrial Direct (MSM) in Q2 2026: 29 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #2020 among its holdings.

475 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

Action Point Financial Planning held 29 shares of MSC Industrial Direct worth $3.21K as of Q2 2026.
MSC Industrial Direct was a new Action Point Financial Planning position in Q2 2026.
MSC Industrial Direct made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2020 holding.
475 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.