Elevation Wealth Partners’s MSC Industrial Direct MSM Stock Holding History

Elevation Wealth Partners’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	$29.1K	Buy	245 +116	+90%	+$12.3K	0.01%	459
2026 Q1	$11.9K	Buy	129 +112	+659%	+$10K	﹤0.01%	476
2025 Q4	$1.43K	Buy	17 +6	+55%	+$520	﹤0.01%	828
2025 Q3	$1.01K	Buy	+11	New	+$981	﹤0.01%	747

Other funds holding MSM

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Asset Advisory Group Kinnelon, New Jersey $229M AUM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return