Cetera Investment Advisers
MSM icon

Cetera Investment Advisers’s MSC Industrial Direct MSM Stock Holding History

Cetera Investment Advisers’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
Q1 		$738K Buy
7,997
+3,019
+61% +$270K ﹤0.01% 3169
2025
Q4 		$419K Sell
4,978
-140
-3% -$12.1K ﹤0.01% 3594
2025
Q3 		$472K Buy
5,118
+902
+21% +$80.5K ﹤0.01% 3427
2025
Q2 		$358K Buy
4,216
+221
+6% +$17.5K ﹤0.01% 3241
2025
Q1 		$310K Sell
3,995
-275
-6% -$22K ﹤0.01% 3241
2024
Q4 		$319K Sell
4,270
-1,143
-21% -$94.2K ﹤0.01% 3070
2024
Q3 		$466K Sell
5,413
-1,153
-18% -$94.3K ﹤0.01% 2703
2024
Q2 		$521K Buy
6,566
+97
+1% +$8.62K ﹤0.01% 2565
2024
Q1 		$628K Buy
6,469
+3,704
+134% +$363K ﹤0.01% 2435
2023
Q4 		$280K Sell
2,765
-722
-21% -$71.4K ﹤0.01% 1819
2023
Q3 		$342K Sell
3,487
-152
-4% -$15K ﹤0.01% 1632
2023
Q2 		$347K Buy
3,639
+973
+36% +$89.2K ﹤0.01% 1657
2023
Q1 		$224K Sell
2,666
-243
-8% -$20.1K ﹤0.01% 1890
2022
Q4 		$238K Buy
+2,909
New +$237K ﹤0.01% 1800

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VPM
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VCM
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return