Michael J. Porro & Co. Financial Advisors, Inc.’s MSC Industrial Direct MSM Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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 Q3	$434K	Sell	3,506 -11	-0.3%	-$1.34K	0.26%	95
2026 Q2	$418K	Buy	3,517 +274	+8%	+$29.1K	0.24%	92
2026 Q1	$299K	Buy	+3,243	New	+$290K	0.24%	101

Other funds holding MSM

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s MSM Position: Q3 2026 in Review

Michael J. Porro & Co. Financial Advisors, Inc. reduced its MSC Industrial Direct (MSM) stake by 0.31% in Q3 2026, selling an estimated $1.34K and leaving 3,506 shares worth $434K. The position accounts for 0.26% of the portfolio, ranked #95.

Michael J. Porro & Co. Financial Advisors, Inc. first reported a position in MSM in Q1 2026 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold MSM as of Q3 2026.

Michael J. Porro & Co. Financial Advisors, Inc. held 3,506 shares of MSC Industrial Direct worth $434K as of Q3 2026.
Michael J. Porro & Co. Financial Advisors, Inc. sold 11 MSC Industrial Direct shares in Q3 2026, an estimated $1.34K.
MSC Industrial Direct made up 0.26% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q3 2026, its #95 holding.
Michael J. Porro & Co. Financial Advisors, Inc. first reported a position in MSC Industrial Direct in Q1 2026 and has held it in 3 quarters since.
55 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2026.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q3 2026, filed 16 Oct 2026.