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IAG Wealth Partners’s MSC Industrial Direct MSM Stock Holding History

IAG 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
Q1 		– Sell
-59
Closed -$4.96K – 519
2025
Q4 		$4.96K Hold
59
– – ﹤0.01% 408
2025
Q3 		$5.44K Hold
59
– – ﹤0.01% 425
2025
Q2 		$5.02K Hold
59
– – ﹤0.01% 403
2025
Q1 		$4.58K Buy
+59
New +$4.72K ﹤0.01% 412

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Vanguard Portfolio Management
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Vanguard Capital Management
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IAG Wealth Partners's MSM Position: Q1 2026 in Review

IAG Wealth Partners sold out of MSC Industrial Direct (MSM) in Q1 2026, closing a stake of 59 shares — an estimated $4.96K sold.

IAG Wealth Partners first reported a position in MSM in Q1 2025 and held it in 4 quarters. The position peaked at $5.44K in Q3 2025. 417 funds tracked by Wall St. Rank hold MSM as of Q1 2026.

  • IAG Wealth Partners reported no remaining MSC Industrial Direct position as of Q1 2026 after selling out during the quarter.
  • IAG Wealth Partners sold 59 MSC Industrial Direct shares in Q1 2026, an estimated $4.96K.
  • IAG Wealth Partners first reported a position in MSC Industrial Direct in Q1 2025 and held it in 4 quarters.
  • IAG Wealth Partners's MSC Industrial Direct position peaked at $5.44K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.