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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
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

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Physician Wealth Advisors's MSM Position: Q2 2026 in Review

Physician Wealth Advisors held its MSC Industrial Direct (MSM) position steady in Q2 2026 at 49 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Physician Wealth Advisors first reported a position in MSM in Q1 2025 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Physician Wealth Advisors held 49 shares of MSC Industrial Direct worth $5.83K as of Q2 2026.
  • Physician Wealth Advisors left its MSC Industrial Direct share count unchanged in Q2 2026.
  • MSC Industrial Direct made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1031 holding.
  • Physician Wealth Advisors first reported a position in MSC Industrial Direct in Q1 2025 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.