Root Financial Partners
MSM icon

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
Q3 		$74.9K Buy
+605
New +$73.8K ﹤0.01% 891
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

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Root Financial Partners's MSM Position: Q3 2026 in Review

Root Financial Partners opened a new position in MSC Industrial Direct (MSM) in Q3 2026: 605 shares worth $74.9K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MSM as recently as Q1 2026.

Root Financial Partners first reported a position in MSM in Q3 2025 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold MSM as of Q3 2026.

  • Root Financial Partners held 605 shares of MSC Industrial Direct worth $74.9K as of Q3 2026.
  • MSC Industrial Direct was a new Root Financial Partners position in Q3 2026.
  • MSC Industrial Direct made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #891 holding.
  • Root Financial Partners first reported a position in MSC Industrial Direct in Q3 2025 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.