Empirical Wealth Management
MSM icon

Empirical Wealth Management’s MSC Industrial Direct MSM Stock Holding History

Empirical Wealth Management’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 		$911K Buy
7,364
+3,552
+93% +$434K 0.01% 535
2026
Q2 		$453K Buy
3,812
+1,023
+37% +$109K 0.01% 725
2026
Q1 		$257K Buy
2,789
+26
+0.9% +$2.33K ﹤0.01% 851
2025
Q4 		$232K Buy
+2,763
New +$239K ﹤0.01% 802

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DekaBank Deutsche Girozentrale
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DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Butensky & Cohen Financial Security
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Empirical Wealth Management's MSM Position: Q3 2026 in Review

Empirical Wealth Management increased its MSC Industrial Direct (MSM) stake by 93% in Q3 2026, buying an estimated $434K and bringing the position to 7,364 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #535.

Empirical Wealth Management first reported a position in MSM in Q4 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold MSM as of Q3 2026.

  • Empirical Wealth Management held 7,364 shares of MSC Industrial Direct worth $911K as of Q3 2026.
  • Empirical Wealth Management bought 3,552 MSC Industrial Direct shares in Q3 2026, an estimated $434K.
  • MSC Industrial Direct made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #535 holding.
  • Empirical Wealth Management first reported a position in MSC Industrial Direct in Q4 2025 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.