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

HHM 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 		$23.8K Hold
200
– – ﹤0.01% 497
2026
Q1 		$18.5K Hold
200
– – ﹤0.01% 527
2025
Q4 		$16.8K Hold
200
– – ﹤0.01% 523
2025
Q3 		$18.4K Hold
200
– – ﹤0.01% 528
2025
Q2 		$17K Hold
200
– – ﹤0.01% 535
2025
Q1 		$15.5K Hold
200
– – ﹤0.01% 530
2024
Q4 		$14.9K Hold
200
– – ﹤0.01% 537
2024
Q3 		$17.2K Hold
200
– – ﹤0.01% 489
2024
Q2 		$15.9K Buy
+200
New +$17.8K ﹤0.01% 489

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

HHM Wealth Advisors held its MSC Industrial Direct (MSM) position steady in Q2 2026 at 200 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

HHM Wealth Advisors first reported a position in MSM in Q2 2024 and has held it in 9 quarters since. 480 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • HHM Wealth Advisors held 200 shares of MSC Industrial Direct worth $23.8K as of Q2 2026.
  • HHM Wealth Advisors left its MSC Industrial Direct share count unchanged in Q2 2026.
  • MSC Industrial Direct made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #497 holding.
  • HHM Wealth Advisors first reported a position in MSC Industrial Direct in Q2 2024 and has held it in 9 quarters since.
  • 480 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

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