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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

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

Elevation Wealth Partners's MSM Position: Q2 2026 in Review

Elevation Wealth Partners increased its MSC Industrial Direct (MSM) stake by 90% in Q2 2026, buying an estimated $12.3K and bringing the position to 245 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #459.

Elevation Wealth Partners first reported a position in MSM in Q3 2025 and has held it in 4 quarters since. 479 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Elevation Wealth Partners held 245 shares of MSC Industrial Direct worth $29.1K as of Q2 2026.
  • Elevation Wealth Partners bought 116 MSC Industrial Direct shares in Q2 2026, an estimated $12.3K.
  • MSC Industrial Direct made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #459 holding.
  • Elevation Wealth Partners first reported a position in MSC Industrial Direct in Q3 2025 and has held it in 4 quarters since.
  • 479 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.