Impact Partnership Wealth’s MSC Industrial Direct MSM Stock Holding History

Impact Partnership Wealth’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	$201K	Buy	+1,688	New	+$179K	0.02%	422
2025 Q3	–	Sell	-2,374	Closed	-$202K	–	357
2025 Q2	$202K	Sell	2,374 -459	-16%	-$36.3K	0.04%	275
2025 Q1	$220K	Sell	2,833 -792	-22%	-$63.4K	0.05%	220
2024 Q4	$271K	Buy	3,625 +630	+21%	+$51.9K	0.05%	219
2024 Q3	$258K	Sell	2,995 -2,076	-41%	-$170K	0.06%	196
2024 Q2	$402K	Buy	5,071 +4,068	+406%	+$361K	0.11%	132
2024 Q1	$97.4K	Sell	1,003 -1,976	-66%	-$194K	0.04%	261
2023 Q4	$302K	Buy	2,979 +1,708	+134%	+$169K	0.11%	118
2023 Q3	$125K	Buy	+1,271	New	+$125K	0.04%	278

Other funds holding MSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Impact Partnership Wealth's MSM Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in MSC Industrial Direct (MSM) in Q2 2026: 1,688 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #422 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in MSM as recently as Q2 2025.

Impact Partnership Wealth first reported a position in MSM in Q3 2023 and has held it in 9 quarters since. The position peaked at $402K in Q2 2024. 480 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

Impact Partnership Wealth held 1,688 shares of MSC Industrial Direct worth $201K as of Q2 2026.
MSC Industrial Direct was a new Impact Partnership Wealth position in Q2 2026.
MSC Industrial Direct made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #422 holding.
Impact Partnership Wealth first reported a position in MSC Industrial Direct in Q3 2023 and has held it in 9 quarters since.
Impact Partnership Wealth's MSC Industrial Direct position peaked at $402K in Q2 2024.
480 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.