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Clearstead Advisors’s MSC Industrial Direct MSM Stock Holding History

Clearstead Advisors’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 		$10.2K Buy
86
+71
+473% +$7.54K ﹤0.01% 1970
2026
Q1 		$1.39K Sell
15
-221
-94% -$19.8K ﹤0.01% 1977
2025
Q4 		$19.8K Buy
236
+132
+127% +$11.4K ﹤0.01% 1716
2025
Q3 		$9.58K Buy
104
+7
+7% +$624 ﹤0.01% 1943
2025
Q2 		$8.25K Buy
97
+54
+126% +$4.27K ﹤0.01% 1951
2025
Q1 		$3.34K Buy
+43
New +$3.44K ﹤0.01% 1809
2024
Q4 		– Sell
-155
Closed -$13.4K – 2157
2024
Q3 		$13.4K Sell
155
-77
-33% -$6.3K ﹤0.01% 1527
2024
Q2 		$18.4K Buy
+232
New +$20.6K ﹤0.01% 1402
2023
Q1 		– Sell
-249
Closed -$20.3K – 1407
2022
Q4 		$20.3K Hold
249
– – ﹤0.01% 798
2022
Q3 		$18K Hold
249
– – ﹤0.01% 789
2022
Q2 		$19K Hold
249
– – ﹤0.01% 813
2022
Q1 		$21K Hold
249
– – ﹤0.01% 861
2021
Q4 		$21K Hold
249
– – ﹤0.01% 819
2021
Q3 		$20K Hold
249
– – ﹤0.01% 821
2021
Q2 		$22K Hold
249
– – ﹤0.01% 694
2021
Q1 		$22K Hold
249
– – ﹤0.01% 663
2020
Q4 		$21K Hold
249
– – ﹤0.01% 623
2020
Q3 		$16K Hold
249
– – ﹤0.01% 611
2020
Q2 		$18K Buy
+249
New +$16K ﹤0.01% 539

Other funds holding MSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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

Clearstead Advisors's MSM Position: Q2 2026 in Review

Clearstead Advisors increased its MSC Industrial Direct (MSM) stake by 473% in Q2 2026, buying an estimated $7.54K and bringing the position to 86 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Clearstead Advisors first reported a position in MSM in Q2 2020 and has held it in 19 quarters since. The position peaked at $22K in Q2 2021. 479 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Clearstead Advisors held 86 shares of MSC Industrial Direct worth $10.2K as of Q2 2026.
  • Clearstead Advisors bought 71 MSC Industrial Direct shares in Q2 2026, an estimated $7.54K.
  • MSC Industrial Direct made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1970 holding.
  • Clearstead Advisors first reported a position in MSC Industrial Direct in Q2 2020 and has held it in 19 quarters since.
  • Clearstead Advisors's MSC Industrial Direct position peaked at $22K in Q2 2021.
  • 479 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.