PWM
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Parkworth Wealth Management’s MSC Industrial Direct MSM Stock Holding History

Parkworth 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
Q2 		$85 Hold
1
– – ﹤0.01% 1175
2025
Q1 		$78 Hold
1
– – ﹤0.01% 1007
2024
Q4 		$75 Buy
+1
New +$82 ﹤0.01% 1062

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

Parkworth Wealth Management's MSM Position: Q2 2025 in Review

Parkworth Wealth Management held its MSC Industrial Direct (MSM) position steady in Q2 2025 at 1 share worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Parkworth Wealth Management first reported a position in MSM in Q4 2024 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold MSM as of Q2 2025.

  • Parkworth Wealth Management held 1 share of MSC Industrial Direct worth $85 as of Q2 2025.
  • Parkworth Wealth Management left its MSC Industrial Direct share count unchanged in Q2 2025.
  • MSC Industrial Direct made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1175 holding.
  • Parkworth Wealth Management first reported a position in MSC Industrial Direct in Q4 2024 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.