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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
Q2 		$547K Hold
4,600
– – 0.37% 94
2026
Q1 		$424K Buy
4,600
+200
+5% +$17.9K 0.31% 113
2025
Q4 		$370K Buy
+4,400
New +$381K 0.27% 119
2025
Q2 		$349K Hold
4,100
– – 0.28% 132
2025
Q1 		$318K Hold
4,100
– – 0.3% 127
2024
Q4 		$306K Buy
+4,100
New +$338K 0.28% 129

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

Total Wealth Planning & Management's MSM Position: Q2 2026 in Review

Total Wealth Planning & Management held its MSC Industrial Direct (MSM) position steady in Q2 2026 at 4,600 shares worth $547K. The position accounts for 0.37% of the portfolio, ranked #93.

Total Wealth Planning & Management first reported a position in MSM in Q4 2024 and has held it in 6 quarters since. 479 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Total Wealth Planning & Management held 4,600 shares of MSC Industrial Direct worth $547K as of Q2 2026.
  • Total Wealth Planning & Management left its MSC Industrial Direct share count unchanged in Q2 2026.
  • MSC Industrial Direct made up 0.37% of Total Wealth Planning & Management's portfolio in Q2 2026, its #93 holding.
  • Total Wealth Planning & Management first reported a position in MSC Industrial Direct in Q4 2024 and has held it in 6 quarters since.
  • 479 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.