Jones Financial Companies
MSM icon

Jones Financial Companies’s MSC Industrial Direct MSM Stock Holding History

Jones Financial Companies’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 		$1.48M Buy
16,395
+16,008
+4,136% +$1.43M ﹤0.01% 1559
2025
Q4 		$32.6K Buy
387
+152
+65% +$13.2K ﹤0.01% 2723
2025
Q3 		$21.4K Buy
235
+143
+155% +$12.8K ﹤0.01% 2766
2025
Q2 		$7.9K Buy
92
+16
+21% +$1.26K ﹤0.01% 2963
2025
Q1 		$5.9K Buy
76
+3
+4% +$240 ﹤0.01% 2903
2024
Q4 		$5.45K Buy
73
+10
+16% +$824 ﹤0.01% 2729
2024
Q3 		$5.49K Hold
63
– – ﹤0.01% 2415
2024
Q2 		$5K Sell
63
-22
-26% -$1.95K ﹤0.01% 1937
2024
Q1 		$8.25K Buy
+85
New +$8.33K ﹤0.01% 1097

Other funds holding MSM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return