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

JFS 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	$3.57K	Hold	30	–	–	﹤0.01%	1413
2026 Q1	$2.77K	Buy	30 +3	+11%	+$268	﹤0.01%	1412
2025 Q4	$2.27K	Buy	27 +13	+93%	+$1.13K	﹤0.01%	1507
2025 Q3	$1.29K	Hold	14	–	–	﹤0.01%	1556
2025 Q2	$1.19K	Sell	14 -17	-55%	-$1.34K	﹤0.01%	1528
2025 Q1	$2.41K	Buy	31 +7	+29%	+$560	﹤0.01%	1404
2024 Q4	$1.79K	Sell	24 -32	-57%	-$2.64K	﹤0.01%	1518
2024 Q3	$4.82K	Sell	56 -4	-7%	-$327	﹤0.01%	1133
2024 Q2	$4.76K	Buy	60 +24	+67%	+$2.13K	﹤0.01%	1081
2024 Q1	$3.49K	Hold	36	–	–	﹤0.01%	1236
2023 Q4	$3.65K	Hold	36	–	–	﹤0.01%	1180
2023 Q3	$3.53K	Hold	36	–	–	﹤0.01%	1139
2023 Q2	$3.43K	Hold	36	–	–	﹤0.01%	1181
2023 Q1	$3.02K	Buy	36 +9	+33%	+$746	﹤0.01%	1202
2022 Q4	$2.21K	Buy	27 +5	+23%	+$408	﹤0.01%	1340
2022 Q3	$2K	Sell	22 -6	-21%	-$473	﹤0.01%	1354
2022 Q2	$2K	Buy	28 +1	+4%	+$82	﹤0.01%	1350
2022 Q1	$2K	Buy	27 +17	+170%	+$1.38K	﹤0.01%	1452
2021 Q4	$1K	Buy	+10	New	+$836	﹤0.01%	1462

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

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

JFS Wealth Advisors held its MSC Industrial Direct (MSM) position steady in Q2 2026 at 30 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

JFS Wealth Advisors first reported a position in MSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.82K in Q3 2024. 477 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

JFS Wealth Advisors held 30 shares of MSC Industrial Direct worth $3.57K as of Q2 2026.
JFS Wealth Advisors left its MSC Industrial Direct share count unchanged in Q2 2026.
MSC Industrial Direct made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1413 holding.
JFS Wealth Advisors first reported a position in MSC Industrial Direct in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's MSC Industrial Direct position peaked at $4.82K in Q3 2024.
477 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.