Measured Wealth Private Client Group’s MSC Industrial Direct MSM Stock Holding History

Measured Wealth Private Client Group’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	$25.6K	Hold	215	–	–	0.01%	444
2026 Q1	$19.8K	Sell	215 -17	-7%	-$1.52K	0.01%	473
2025 Q4	$19.5K	Buy	232 +215	+1,265%	+$18.6K	0.01%	484
2025 Q3	$1.57K	Buy	+17	New	+$1.52K	﹤0.01%	645
2024 Q2	–	Sell	-5,432	Closed	-$527K	–	201
2024 Q1	$527K	Buy	5,432 +449	+9%	+$44K	0.18%	89
2023 Q4	$505K	Buy	4,983 +319	+7%	+$31.6K	0.19%	90
2023 Q3	$458K	Buy	4,664 +654	+16%	+$64.5K	0.18%	89
2023 Q2	$382K	Buy	+4,010	New	+$368K	0.15%	120

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

Measured Wealth Private Client Group's MSM Position: Q2 2026 in Review

Measured Wealth Private Client Group held its MSC Industrial Direct (MSM) position steady in Q2 2026 at 215 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #444.

Measured Wealth Private Client Group first reported a position in MSM in Q2 2023 and has held it in 8 quarters since. The position peaked at $527K in Q1 2024. 479 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

Measured Wealth Private Client Group held 215 shares of MSC Industrial Direct worth $25.6K as of Q2 2026.
Measured Wealth Private Client Group left its MSC Industrial Direct share count unchanged in Q2 2026.
MSC Industrial Direct made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #444 holding.
Measured Wealth Private Client Group first reported a position in MSC Industrial Direct in Q2 2023 and has held it in 8 quarters since.
Measured Wealth Private Client Group's MSC Industrial Direct position peaked at $527K in Q1 2024.
479 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.