Curio Wealth’s MSC Industrial Direct MSM Stock Holding History

Curio Wealth’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	–	Sell	-1	Closed	-$92	–	740
2026 Q1	$92	Buy	+1	New	+$89	﹤0.01%	983

Other funds holding MSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Curio Wealth's MSM Position: Q2 2026 in Review

Curio Wealth sold out of MSC Industrial Direct (MSM) in Q2 2026, closing a stake of 1 share — an estimated $92 sold.

Curio Wealth first reported a position in MSM in Q1 2026 and held it in 1 quarter. The position peaked at $92 in Q1 2026. 480 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

Curio Wealth reported no remaining MSC Industrial Direct position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 MSC Industrial Direct share in Q2 2026, an estimated $92.
Curio Wealth first reported a position in MSC Industrial Direct in Q1 2026 and held it in 1 quarter.
Curio Wealth's MSC Industrial Direct position peaked at $92 in Q1 2026.
480 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.