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EP Wealth Advisors’s MSC Industrial Direct MSM Stock Holding History

EP Wealth Advisors’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 		$397K Buy
3,336
+1,062
+47% +$113K ﹤0.01% 1138
2026
Q1 		$210K Buy
+2,274
New +$203K ﹤0.01% 1390

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

EP Wealth Advisors's MSM Position: Q2 2026 in Review

EP Wealth Advisors increased its MSC Industrial Direct (MSM) stake by 47% in Q2 2026, buying an estimated $113K and bringing the position to 3,336 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

EP Wealth Advisors first reported a position in MSM in Q1 2026 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • EP Wealth Advisors held 3,336 shares of MSC Industrial Direct worth $397K as of Q2 2026.
  • EP Wealth Advisors bought 1,062 MSC Industrial Direct shares in Q2 2026, an estimated $113K.
  • MSC Industrial Direct made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1138 holding.
  • EP Wealth Advisors first reported a position in MSC Industrial Direct in Q1 2026 and has held it in 2 quarters since.
  • 479 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.