Michael Gelband’s MSC Industrial Direct MSM Stock Holding History

Michael Gelband’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	-27,841	Closed	-$2.57M	–	1874
2025 Q3	$2.57M	Buy	+27,841	New	+$2.48M	0.03%	651
2022 Q4	–	Sell	-61,511	Closed	-$4.48M	–	1949
2022 Q3	$4.48M	Buy	61,511 +28,687	+87%	+$2.26M	0.06%	444
2022 Q2	$2.46M	Buy	32,824 +9,047	+38%	+$742K	0.03%	692
2022 Q1	$2.03M	Buy	23,777 +3,497	+17%	+$283K	0.03%	775
2021 Q4	$1.71M	Buy	20,280 +12,087	+148%	+$1.01M	0.02%	824
2021 Q3	$657K	Buy	+8,193	New	+$696K	0.01%	1244
2021 Q1	–	Sell	-3,884	Closed	-$328K	–	2420
2020 Q4	$328K	Buy	+3,884	New	+$300K	﹤0.01%	1496
2020 Q3	–	Sell	-12,446	Closed	-$906K	–	2058
2020 Q2	$906K	Buy	12,446 +1,721	+16%	+$111K	0.02%	788
2020 Q1	$590K	Buy	10,725 +5,993	+127%	+$395K	0.03%	431
2019 Q4	$371K	Buy	+4,732	New	+$350K	0.01%	1023

Other funds holding MSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Michael Gelband's MSM Position: Q4 2025 in Review

Michael Gelband sold out of MSC Industrial Direct (MSM) in Q4 2025, closing a stake of 27,841 shares — an estimated $2.57M sold.

Michael Gelband first reported a position in MSM in Q4 2019 and held it in 10 quarters. The position peaked at $4.48M in Q3 2022. 418 funds tracked by Wall St. Rank hold MSM as of Q4 2025.

Michael Gelband reported no remaining MSC Industrial Direct position as of Q4 2025 after selling out during the quarter.
Michael Gelband sold 27,841 MSC Industrial Direct shares in Q4 2025, an estimated $2.57M.
Michael Gelband first reported a position in MSC Industrial Direct in Q4 2019 and held it in 10 quarters.
Michael Gelband's MSC Industrial Direct position peaked at $4.48M in Q3 2022.
418 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2025.

Based on ExodusPoint Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.