SW
MSA icon

Simplicity Wealth’s Mine Safety MSA Stock Holding History

Simplicity Wealth’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$481K Buy
2,753
+1,215
+79% +$203K 0.02% 663
2026
Q1 		$252K Buy
+1,538
New +$281K 0.01% 646

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Simplicity Wealth's MSA Position: Q2 2026 in Review

Simplicity Wealth increased its Mine Safety (MSA) stake by 79% in Q2 2026, buying an estimated $203K and bringing the position to 2,753 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #663.

Simplicity Wealth first reported a position in MSA in Q1 2026 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • Simplicity Wealth held 2,753 shares of Mine Safety worth $481K as of Q2 2026.
  • Simplicity Wealth bought 1,215 Mine Safety shares in Q2 2026, an estimated $203K.
  • Mine Safety made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #663 holding.
  • Simplicity Wealth first reported a position in Mine Safety in Q1 2026 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.