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

Spire 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
2025
Q2 		– Sell
-72
Closed -$5.59K – 2498
2025
Q1 		$5.59K Buy
+72
New +$5.76K ﹤0.01% 2031
2024
Q4 		– Sell
-17
Closed -$1.46K – 2499
2024
Q3 		$1.46K Buy
+17
New +$1.39K ﹤0.01% 2050
2022
Q1 		– Sell
-3,076
Closed -$259K – 2741
2021
Q4 		$259K Buy
+3,076
New +$257K 0.01% 981
2021
Q2 		– Sell
-3,076
Closed -$280K – 2824
2021
Q1 		$280K Buy
+3,076
New +$262K 0.01% 907

Other funds holding MSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spire Wealth Management's MSM Position: Q2 2025 in Review

Spire Wealth Management sold out of MSC Industrial Direct (MSM) in Q2 2025, closing a stake of 72 shares — an estimated $5.59K sold.

Spire Wealth Management first reported a position in MSM in Q1 2021 and held it in 4 quarters. The position peaked at $280K in Q1 2021. 385 funds tracked by Wall St. Rank hold MSM as of Q2 2025.

  • Spire Wealth Management reported no remaining MSC Industrial Direct position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 72 MSC Industrial Direct shares in Q2 2025, an estimated $5.59K.
  • Spire Wealth Management first reported a position in MSC Industrial Direct in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's MSC Industrial Direct position peaked at $280K in Q1 2021.
  • 385 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.