Physician Wealth Advisors
MSM icon

Physician Wealth Advisors’s MSC Industrial Direct MSM Stock Holding History

Physician Wealth 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
2026
Q3 		$6.06K Hold
49
– – ﹤0.01% 1067
2026
Q2 		$5.83K Hold
49
– – ﹤0.01% 1031
2026
Q1 		$4.52K Buy
49
+12
+32% +$1.07K ﹤0.01% 1043
2025
Q4 		$3.11K Hold
37
– – ﹤0.01% 1126
2025
Q3 		$3.41K Buy
37
+20
+118% +$1.78K ﹤0.01% 1036
2025
Q2 		$1.45K Hold
17
– – ﹤0.01% 1181
2025
Q1 		$1.32K Buy
+17
New +$1.36K ﹤0.01% 955

Other funds holding MSM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Physician Wealth Advisors's MSM Position: Q3 2026 in Review

Physician Wealth Advisors held its MSC Industrial Direct (MSM) position steady in Q3 2026 at 49 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Physician Wealth Advisors first reported a position in MSM in Q1 2025 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold MSM as of Q3 2026.

  • Physician Wealth Advisors held 49 shares of MSC Industrial Direct worth $6.06K as of Q3 2026.
  • Physician Wealth Advisors left its MSC Industrial Direct share count unchanged in Q3 2026.
  • MSC Industrial Direct made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1067 holding.
  • Physician Wealth Advisors first reported a position in MSC Industrial Direct in Q1 2025 and has held it in 7 quarters since.
  • 201 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.