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Key Financial Inc’s MSC Industrial Direct MSM Stock Holding History

Key Financial Inc’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 		– Sell
-29
Closed -$2.68K – 1416
2026
Q1 		$2.68K Hold
29
– – ﹤0.01% 1139
2025
Q4 		$2.44K Hold
29
– – ﹤0.01% 1142
2025
Q3 		$2.65K Hold
29
– – ﹤0.01% 1154
2025
Q2 		$2.47K Hold
29
– – ﹤0.01% 1159
2025
Q1 		$2.25K Hold
29
– – ﹤0.01% 1132
2024
Q4 		$2.17K Buy
+29
New +$2.39K ﹤0.01% 1142

Other funds holding MSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Key Financial Inc's MSM Position: Q2 2026 in Review

Key Financial Inc sold out of MSC Industrial Direct (MSM) in Q2 2026, closing a stake of 29 shares — an estimated $2.68K sold.

Key Financial Inc first reported a position in MSM in Q4 2024 and held it in 6 quarters. The position peaked at $2.68K in Q1 2026. 479 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Key Financial Inc reported no remaining MSC Industrial Direct position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 29 MSC Industrial Direct shares in Q2 2026, an estimated $2.68K.
  • Key Financial Inc first reported a position in MSC Industrial Direct in Q4 2024 and held it in 6 quarters.
  • Key Financial Inc's MSC Industrial Direct position peaked at $2.68K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.