EWA
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EverSource Wealth Advisors’s MSC Industrial Direct MSM Stock Holding History

EverSource 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 		$41.8K Sell
351
-148
-30% -$15.7K ﹤0.01% 1889
2026
Q1 		$46K Buy
499
+59
+13% +$5.28K ﹤0.01% 1954
2025
Q4 		$37K Sell
440
-86
-16% -$7.45K ﹤0.01% 1959
2025
Q3 		$48.5K Sell
526
-50
-9% -$4.46K ﹤0.01% 1740
2025
Q2 		$49K Buy
576
+326
+130% +$25.8K ﹤0.01% 1632
2025
Q1 		$19.4K Buy
250
+163
+187% +$13K ﹤0.01% 1699
2024
Q4 		$6.5K Sell
87
-37
-30% -$3.05K ﹤0.01% 2227
2024
Q3 		$10.7K Buy
124
+27
+28% +$2.21K ﹤0.01% 1826
2024
Q2 		$8.63K Sell
97
-63
-39% -$5.6K ﹤0.01% 1935
2024
Q1 		$14.6K Buy
160
+67
+72% +$6.57K ﹤0.01% 1511
2023
Q4 		$9.42K Buy
93
+9
+11% +$891 ﹤0.01% 1575
2023
Q3 		$8.24K Sell
84
-12
-13% -$1.18K ﹤0.01% 1496
2023
Q2 		$9.15K Buy
96
+69
+256% +$6.33K ﹤0.01% 1481
2023
Q1 		$2.27K Buy
+27
New +$2.24K ﹤0.01% 1901
2022
Q4 		– Sell
-134
Closed -$10K – 2378
2022
Q3 		$10K Sell
134
-671
-83% -$52.9K ﹤0.01% 1140
2022
Q2 		$60K Buy
805
+671
+501% +$55.1K 0.02% 564
2022
Q1 		$11K Hold
134
– – ﹤0.01% 938
2021
Q4 		$11K Buy
+134
New +$11.2K ﹤0.01% 927

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

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

EverSource Wealth Advisors reduced its MSC Industrial Direct (MSM) stake by 30% in Q2 2026, selling an estimated $15.7K and leaving 351 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

EverSource Wealth Advisors first reported a position in MSM in Q4 2021 and has held it in 18 quarters since. The position peaked at $60K in Q2 2022. 480 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • EverSource Wealth Advisors held 351 shares of MSC Industrial Direct worth $41.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 148 MSC Industrial Direct shares in Q2 2026, an estimated $15.7K.
  • MSC Industrial Direct made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1889 holding.
  • EverSource Wealth Advisors first reported a position in MSC Industrial Direct in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's MSC Industrial Direct position peaked at $60K in Q2 2022.
  • 480 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.