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Root Financial Partners’s MSC Industrial Direct MSM Stock Holding History

Root Financial Partners’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 		– Sell
-242
Closed -$22.3K – 2120
2026
Q1 		$22.3K Buy
242
+68
+39% +$6.08K ﹤0.01% 1257
2025
Q4 		$14.6K Buy
174
+33
+23% +$2.86K ﹤0.01% 1333
2025
Q3 		$13K Buy
+141
New +$12.6K ﹤0.01% 1330

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Root Financial Partners's MSM Position: Q2 2026 in Review

Root Financial Partners sold out of MSC Industrial Direct (MSM) in Q2 2026, closing a stake of 242 shares — an estimated $22.3K sold.

Root Financial Partners first reported a position in MSM in Q3 2025 and held it in 3 quarters. The position peaked at $22.3K in Q1 2026. 126 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Root Financial Partners reported no remaining MSC Industrial Direct position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 242 MSC Industrial Direct shares in Q2 2026, an estimated $22.3K.
  • Root Financial Partners first reported a position in MSC Industrial Direct in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's MSC Industrial Direct position peaked at $22.3K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.