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Pinnacle Wealth Planning Services’s MSC Industrial Direct MSM Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.19K Buy
10
+2
+25% +$212 ﹤0.01% 2558
2026
Q1 		$738 Hold
8
– – ﹤0.01% 2593
2025
Q4 		$673 Buy
+8
New +$693 ﹤0.01% 2626
2021
Q1 		– Sell
-25
Closed -$2K – 1339
2020
Q4 		$2K Buy
+25
New +$1.93K ﹤0.01% 1949

Other funds holding MSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's MSM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its MSC Industrial Direct (MSM) stake by 25% in Q2 2026, buying an estimated $212 and bringing the position to 10 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

Pinnacle Wealth Planning Services first reported a position in MSM in Q4 2020 and has held it in 4 quarters since. The position peaked at $2K in Q4 2020. 479 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 10 shares of MSC Industrial Direct worth $1.19K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2 MSC Industrial Direct shares in Q2 2026, an estimated $212.
  • MSC Industrial Direct made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2558 holding.
  • Pinnacle Wealth Planning Services first reported a position in MSC Industrial Direct in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's MSC Industrial Direct position peaked at $2K in Q4 2020.
  • 479 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.