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Crestwood Advisors Group’s MSC Industrial Direct MSM Stock Holding History

Crestwood Advisors Group’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 		$456K Buy
3,831
+1,000
+35% +$106K 0.01% 531
2026
Q1 		$261K Buy
2,831
+227
+9% +$20.3K ﹤0.01% 642
2025
Q4 		$219K Buy
+2,604
New +$226K ﹤0.01% 634

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

Crestwood Advisors Group's MSM Position: Q2 2026 in Review

Crestwood Advisors Group increased its MSC Industrial Direct (MSM) stake by 35% in Q2 2026, buying an estimated $106K and bringing the position to 3,831 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #531.

Crestwood Advisors Group first reported a position in MSM in Q4 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Crestwood Advisors Group held 3,831 shares of MSC Industrial Direct worth $456K as of Q2 2026.
  • Crestwood Advisors Group bought 1,000 MSC Industrial Direct shares in Q2 2026, an estimated $106K.
  • MSC Industrial Direct made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #531 holding.
  • Crestwood Advisors Group first reported a position in MSC Industrial Direct in Q4 2025 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.