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True Wealth Design’s MSC Industrial Direct MSM Stock Holding History

True Wealth Design’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
Q3 		$58.1K Buy
470
+202
+75% +$24.7K 0.01% 455
2026
Q2 		$31.9K Buy
268
+128
+91% +$13.6K 0.01% 655
2026
Q1 		$12.9K Sell
140
-46
-25% -$4.12K ﹤0.01% 885
2025
Q4 		$15.6K Sell
186
-30
-14% -$2.6K ﹤0.01% 692
2025
Q3 		$19.9K Buy
216
+132
+157% +$11.8K 0.01% 618
2025
Q2 		$7.14K Buy
84
+64
+320% +$5.06K ﹤0.01% 688
2025
Q1 		$1.55K Buy
+20
New +$1.6K ﹤0.01% 1100
2024
Q4 		– Sell
-112
Closed -$9.6K – 1466
2024
Q3 		$9.6K Sell
112
-9,978
-99% -$816K ﹤0.01% 427
2024
Q2 		$800K Buy
10,090
+2,058
+26% +$183K 0.2% 79
2024
Q1 		$779K Buy
8,032
+254
+3% +$24.9K 0.19% 93
2023
Q4 		$788K Sell
7,778
-381
-5% -$37.7K 0.22% 74
2023
Q3 		$801K Sell
8,159
-663
-8% -$65.4K 0.27% 51
2023
Q2 		$841K Sell
8,822
-255
-3% -$23.4K 0.31% 49
2023
Q1 		$762K Buy
9,077
+1,177
+15% +$97.5K 0.32% 78
2022
Q4 		$645K Buy
+7,900
New +$644K 0.3% 95

Other funds holding MSM

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

True Wealth Design's MSM Position: Q3 2026 in Review

True Wealth Design increased its MSC Industrial Direct (MSM) stake by 75% in Q3 2026, buying an estimated $24.7K and bringing the position to 470 shares worth $58.1K. The position accounts for 0.01% of the portfolio, ranked #455.

True Wealth Design first reported a position in MSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $841K in Q2 2023. 55 funds tracked by Wall St. Rank hold MSM as of Q3 2026.

  • True Wealth Design held 470 shares of MSC Industrial Direct worth $58.1K as of Q3 2026.
  • True Wealth Design bought 202 MSC Industrial Direct shares in Q3 2026, an estimated $24.7K.
  • MSC Industrial Direct made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #455 holding.
  • True Wealth Design first reported a position in MSC Industrial Direct in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's MSC Industrial Direct position peaked at $841K in Q2 2023.
  • 55 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.