Atria Wealth Solutions’s MSC Industrial Direct MSM Stock Holding History

Atria Wealth Solutions’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 Q2	$262K	Sell	3,084 -851	-22%	-$67.2K	0.01%	1228
2025 Q1	$306K	Sell	3,935 -919	-19%	-$73.6K	﹤0.01%	1450
2024 Q4	$363K	Sell	4,854 -2,130	-30%	-$176K	﹤0.01%	1429
2024 Q3	$601K	Sell	6,984 -1,781	-20%	-$146K	0.01%	1148
2024 Q2	$695K	Sell	8,765 -1	-0%	-$89	0.01%	1064
2024 Q1	$851K	Buy	8,766 +228	+3%	+$22.4K	0.01%	982
2023 Q4	$865K	Buy	8,538 +2,357	+38%	+$233K	0.01%	935
2023 Q3	$607K	Buy	+6,181	New	+$610K	0.01%	1040

Other funds holding MSM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's MSM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its MSC Industrial Direct (MSM) stake by 22% in Q2 2025, selling an estimated $67.2K and leaving 3,084 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #1228.

Atria Wealth Solutions first reported a position in MSM in Q3 2023 and has held it in 8 quarters since. The position peaked at $865K in Q4 2023. 385 funds tracked by Wall St. Rank hold MSM as of Q2 2025.

Atria Wealth Solutions held 3,084 shares of MSC Industrial Direct worth $262K as of Q2 2025.
Atria Wealth Solutions sold 851 MSC Industrial Direct shares in Q2 2025, an estimated $67.2K.
MSC Industrial Direct made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1228 holding.
Atria Wealth Solutions first reported a position in MSC Industrial Direct in Q3 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's MSC Industrial Direct position peaked at $865K in Q4 2023.
385 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.