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Total Wealth Planning & Management’s MSC Industrial Direct MSM Stock Holding History

Total Wealth Planning & 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
Q1 		$424K Buy
4,600
+200
+5% +$17.9K 0.31% 112
2025
Q4 		$370K Buy
+4,400
New +$381K 0.27% 118
2025
Q2 		$349K Hold
4,100
– – 0.28% 131
2025
Q1 		$318K Hold
4,100
– – 0.3% 126
2024
Q4 		$306K Buy
+4,100
New +$338K 0.28% 128

Other funds holding MSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Total Wealth Planning & Management's MSM Position: Q1 2026 in Review

Total Wealth Planning & Management increased its MSC Industrial Direct (MSM) stake by 4.5% in Q1 2026, buying an estimated $17.9K and bringing the position to 4,600 shares worth $424K. The position accounts for 0.31% of the portfolio, ranked #112.

Total Wealth Planning & Management first reported a position in MSM in Q4 2024 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold MSM as of Q1 2026.

  • Total Wealth Planning & Management held 4,600 shares of MSC Industrial Direct worth $424K as of Q1 2026.
  • Total Wealth Planning & Management bought 200 MSC Industrial Direct shares in Q1 2026, an estimated $17.9K.
  • MSC Industrial Direct made up 0.31% of Total Wealth Planning & Management's portfolio in Q1 2026, its #112 holding.
  • Total Wealth Planning & Management first reported a position in MSC Industrial Direct in Q4 2024 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.