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Kingsview Wealth Management’s MSC Industrial Direct MSM Stock Holding History

Kingsview Wealth Management’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
2025
Q4 		– Sell
-33,424
Closed -$3.08M – 1298
2025
Q3 		$3.08M Buy
+33,424
New +$2.98M 0.05% 375
2020
Q4 		– Sell
-4,722
Closed -$299K – 763
2020
Q3 		$299K Buy
+4,722
New +$313K 0.03% 477

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kingsview Wealth Management's MSM Position: Q4 2025 in Review

Kingsview Wealth Management sold out of MSC Industrial Direct (MSM) in Q4 2025, closing a stake of 33,424 shares — an estimated $3.08M sold.

Kingsview Wealth Management first reported a position in MSM in Q3 2020 and held it in 2 quarters. The position peaked at $3.08M in Q3 2025. 420 funds tracked by Wall St. Rank hold MSM as of Q4 2025.

  • Kingsview Wealth Management reported no remaining MSC Industrial Direct position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 33,424 MSC Industrial Direct shares in Q4 2025, an estimated $3.08M.
  • Kingsview Wealth Management first reported a position in MSC Industrial Direct in Q3 2020 and held it in 2 quarters.
  • Kingsview Wealth Management's MSC Industrial Direct position peaked at $3.08M in Q3 2025.
  • 420 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.