Elevation Wealth Partners
MSM icon

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
Q3 		$68.3K Buy
552
+307
+125% +$37.5K 0.02% 289
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

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Dimensional Fund Advisors
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Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Elevation Wealth Partners's MSM Position: Q3 2026 in Review

Elevation Wealth Partners increased its MSC Industrial Direct (MSM) stake by 125% in Q3 2026, buying an estimated $37.5K and bringing the position to 552 shares worth $68.3K. The position accounts for 0.02% of the portfolio, ranked #289.

Elevation Wealth Partners first reported a position in MSM in Q3 2025 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold MSM as of Q3 2026.

  • Elevation Wealth Partners held 552 shares of MSC Industrial Direct worth $68.3K as of Q3 2026.
  • Elevation Wealth Partners bought 307 MSC Industrial Direct shares in Q3 2026, an estimated $37.5K.
  • MSC Industrial Direct made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #289 holding.
  • Elevation Wealth Partners first reported a position in MSC Industrial Direct in Q3 2025 and has held it in 5 quarters since.
  • 227 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.