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Carolinas Wealth Consulting’s MSC Industrial Direct MSM Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-56
Closed -$4.35K – 600
2025
Q1 		$4.35K Buy
56
+17
+44% +$1.36K ﹤0.01% 635
2024
Q4 		$2.91K Hold
39
– – ﹤0.01% 745
2024
Q3 		$3.36K Hold
39
– – ﹤0.01% 722
2024
Q2 		$3.09K Buy
39
+12
+44% +$1.07K ﹤0.01% 724
2024
Q1 		$2.62K Buy
+27
New +$2.65K ﹤0.01% 751

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American Century Companies
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Charles Schwab
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's MSM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of MSC Industrial Direct (MSM) in Q2 2025, closing a stake of 56 shares — an estimated $4.35K sold.

Carolinas Wealth Consulting first reported a position in MSM in Q1 2024 and held it in 5 quarters. The position peaked at $4.35K in Q1 2025. 385 funds tracked by Wall St. Rank hold MSM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining MSC Industrial Direct position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 56 MSC Industrial Direct shares in Q2 2025, an estimated $4.35K.
  • Carolinas Wealth Consulting first reported a position in MSC Industrial Direct in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's MSC Industrial Direct position peaked at $4.35K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.