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Bartlett & Co Wealth Management’s MSC Industrial Direct MSM Stock Holding History

Bartlett & Co 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
2026
Q2 		$238 Hold
2
– – ﹤0.01% 1257
2026
Q1 		$202 Buy
+2
New +$179 ﹤0.01% 1198

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Fuller & Thaler Asset Management
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American Century Companies
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Boston Partners
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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

Bartlett & Co Wealth Management's MSM Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its MSC Industrial Direct (MSM) position steady in Q2 2026 at 2 shares worth $238. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Bartlett & Co Wealth Management first reported a position in MSM in Q1 2026 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Bartlett & Co Wealth Management held 2 shares of MSC Industrial Direct worth $238 as of Q2 2026.
  • Bartlett & Co Wealth Management left its MSC Industrial Direct share count unchanged in Q2 2026.
  • MSC Industrial Direct made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1257 holding.
  • Bartlett & Co Wealth Management first reported a position in MSC Industrial Direct in Q1 2026 and has held it in 2 quarters since.
  • 479 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.