SWM
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SHP Wealth Management’s MSC Industrial Direct MSM Stock Holding History

SHP Wealth Management’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 		$476 Buy
+4
New +$425 ﹤0.01% 1750

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

SHP Wealth Management's MSM Position: Q2 2026 in Review

SHP Wealth Management opened a new position in MSC Industrial Direct (MSM) in Q2 2026: 4 shares worth $476. The stake represents ﹤0.01% of the portfolio and ranks #1750 among its holdings.

477 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • SHP Wealth Management held 4 shares of MSC Industrial Direct worth $476 as of Q2 2026.
  • MSC Industrial Direct was a new SHP Wealth Management position in Q2 2026.
  • MSC Industrial Direct made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1750 holding.
  • 477 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.