Synergy Investment Management’s MSC Industrial Direct MSM Stock Holding History

Synergy Investment 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	$363	Buy	+3	New	+$319	﹤0.01%	1047

Other funds holding MSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Synergy Investment Management's MSM Position: Q2 2026 in Review

Synergy Investment Management opened a new position in MSC Industrial Direct (MSM) in Q2 2026: 3 shares worth $363. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings.

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

Synergy Investment Management held 3 shares of MSC Industrial Direct worth $363 as of Q2 2026.
MSC Industrial Direct was a new Synergy Investment Management position in Q2 2026.
MSC Industrial Direct made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #1047 holding.
477 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.