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Legacy Financial Advisors’s MSC Industrial Direct MSM Stock Holding History

Legacy Financial 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
2025
Q2 		– Sell
-6,068
Closed -$471K – 384
2025
Q1 		$471K Sell
6,068
-127
-2% -$10.2K 0.08% 202
2024
Q4 		$463K Sell
6,195
-4,172
-40% -$344K 0.08% 203
2024
Q3 		$892K Buy
10,367
+1,446
+16% +$118K 0.15% 110
2024
Q2 		$708K Sell
8,921
-1,759
-16% -$156K 0.13% 133
2024
Q1 		$1.04M Buy
10,680
+652
+7% +$63.9K 0.19% 91
2023
Q4 		$1.02M Buy
10,028
+418
+4% +$41.4K 0.2% 83
2023
Q3 		$943K Buy
9,610
+374
+4% +$36.9K 0.19% 71
2023
Q2 		$880K Buy
9,236
+686
+8% +$62.9K 0.16% 75
2023
Q1 		$718K Buy
8,550
+433
+5% +$35.9K 0.15% 84
2022
Q4 		$663K Buy
8,117
+493
+6% +$40.2K 0.14% 84
2022
Q3 		$555K Buy
7,624
+214
+3% +$16.9K 0.13% 87
2022
Q2 		$557K Buy
7,410
+488
+7% +$40K 0.14% 81
2022
Q1 		$590K Sell
6,922
-174
-2% -$14.1K 0.13% 83
2021
Q4 		$596K Buy
7,096
+528
+8% +$44.1K 0.14% 76
2021
Q3 		$527K Buy
6,568
+26
+0.4% +$2.21K 0.13% 72
2021
Q2 		$587K Buy
6,542
+1,045
+19% +$95.5K 0.15% 61
2021
Q1 		$496K Buy
5,497
+935
+20% +$79.7K 0.14% 68
2020
Q4 		$385K Buy
4,562
+386
+9% +$29.8K 0.11% 79
2020
Q3 		$264K Buy
+4,176
New +$277K 0.08% 94
2019
Q2 		– Sell
-70
Closed -$6K – 613
2019
Q1 		$6K Buy
70
+62
+775% +$5.11K ﹤0.01% 736
2018
Q4 		$1K Buy
+8
New +$663 ﹤0.01% 919

Other funds holding MSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Financial Advisors's MSM Position: Q2 2025 in Review

Legacy Financial Advisors sold out of MSC Industrial Direct (MSM) in Q2 2025, closing a stake of 6,068 shares — an estimated $471K sold.

Legacy Financial Advisors first reported a position in MSM in Q4 2018 and held it in 21 quarters. The position peaked at $1.04M in Q1 2024. 385 funds tracked by Wall St. Rank hold MSM as of Q2 2025.

  • Legacy Financial Advisors reported no remaining MSC Industrial Direct position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 6,068 MSC Industrial Direct shares in Q2 2025, an estimated $471K.
  • Legacy Financial Advisors first reported a position in MSC Industrial Direct in Q4 2018 and held it in 21 quarters.
  • Legacy Financial Advisors's MSC Industrial Direct position peaked at $1.04M in Q1 2024.
  • 385 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.