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 $5.72T AUM 30.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return