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Sharp Financial Services’s MSC Industrial Direct MSM Stock Holding History

Sharp Financial 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
2025
Q2 		– Sell
-4,950
Closed -$384K – 95
2025
Q1 		$384K Buy
4,950
+500
+11% +$40K 0.29% 48
2024
Q4 		$332K Buy
+4,450
New +$367K 0.25% 60

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First Trust Advisors
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State Street
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Dimensional Fund Advisors
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Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
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Sharp Financial Services's MSM Position: Q2 2025 in Review

Sharp Financial Services sold out of MSC Industrial Direct (MSM) in Q2 2025, closing a stake of 4,950 shares — an estimated $384K sold.

Sharp Financial Services first reported a position in MSM in Q4 2024 and held it in 2 quarters. The position peaked at $384K in Q1 2025. 385 funds tracked by Wall St. Rank hold MSM as of Q2 2025.

  • Sharp Financial Services reported no remaining MSC Industrial Direct position as of Q2 2025 after selling out during the quarter.
  • Sharp Financial Services sold 4,950 MSC Industrial Direct shares in Q2 2025, an estimated $384K.
  • Sharp Financial Services first reported a position in MSC Industrial Direct in Q4 2024 and held it in 2 quarters.
  • Sharp Financial Services's MSC Industrial Direct position peaked at $384K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2025.

Based on Sharp Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.