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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
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 -$9.64K – 1466
2024
Q3 		$9.64K 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

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

True Wealth Design's MSM Position: Q2 2026 in Review

True Wealth Design increased its MSC Industrial Direct (MSM) stake by 91% in Q2 2026, buying an estimated $13.6K and bringing the position to 268 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #655.

True Wealth Design first reported a position in MSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $841K in Q2 2023. 477 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • True Wealth Design held 268 shares of MSC Industrial Direct worth $31.9K as of Q2 2026.
  • True Wealth Design bought 128 MSC Industrial Direct shares in Q2 2026, an estimated $13.6K.
  • MSC Industrial Direct made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #655 holding.
  • True Wealth Design first reported a position in MSC Industrial Direct in Q4 2022 and has held it in 14 quarters since.
  • True Wealth Design's MSC Industrial Direct position peaked at $841K in Q2 2023.
  • 477 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.