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Sequoia Financial Advisors’s MSC Industrial Direct MSM Stock Holding History

Sequoia Financial 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 		$932K Buy
7,834
+1,307
+20% +$139K ﹤0.01% 988
2026
Q1 		$602K Sell
6,527
-1,800
-22% -$161K ﹤0.01% 1170
2025
Q4 		$700K Buy
8,327
+529
+7% +$45.9K ﹤0.01% 1082
2025
Q3 		$719K Buy
7,798
+2,131
+38% +$190K ﹤0.01% 957
2025
Q2 		$482K Buy
+5,667
New +$448K ﹤0.01% 1015
2024
Q2 		– Sell
-2,529
Closed -$245K – 1270
2024
Q1 		$245K Buy
+2,529
New +$248K ﹤0.01% 954
2023
Q3 		– Sell
-2,193
Closed -$209K – 991
2023
Q2 		$209K Sell
2,193
-77,993
-97% -$7.15M ﹤0.01% 855
2023
Q1 		$6.74M Buy
80,186
+445
+0.6% +$36.9K 0.15% 123
2022
Q4 		$6.51M Buy
79,741
+22,763
+40% +$1.86M 0.16% 120
2022
Q3 		$4.15M Buy
56,978
+6,633
+13% +$523K 0.13% 126
2022
Q2 		$3.78M Buy
50,345
+10,303
+26% +$846K 0.11% 136
2022
Q1 		$3.41M Buy
40,042
+8,094
+25% +$656K 0.09% 142
2021
Q4 		$2.69M Buy
+31,948
New +$2.67M 0.07% 153
2021
Q3 		– Sell
-23,702
Closed -$2.13M – 382
2021
Q2 		$2.13M Buy
23,702
+6,442
+37% +$589K 0.08% 147
2021
Q1 		$1.56M Buy
17,260
+2,225
+15% +$190K 0.07% 152
2020
Q4 		$1.27M Buy
+15,035
New +$1.16M 0.06% 162

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

Sequoia Financial Advisors's MSM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its MSC Industrial Direct (MSM) stake by 20% in Q2 2026, buying an estimated $139K and bringing the position to 7,834 shares worth $932K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Sequoia Financial Advisors first reported a position in MSM in Q4 2020 and has held it in 16 quarters since. The position peaked at $6.74M in Q1 2023. 478 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Sequoia Financial Advisors held 7,834 shares of MSC Industrial Direct worth $932K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,307 MSC Industrial Direct shares in Q2 2026, an estimated $139K.
  • MSC Industrial Direct made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #988 holding.
  • Sequoia Financial Advisors first reported a position in MSC Industrial Direct in Q4 2020 and has held it in 16 quarters since.
  • Sequoia Financial Advisors's MSC Industrial Direct position peaked at $6.74M in Q1 2023.
  • 478 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.