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Twin Peaks Wealth Advisors’s MSC Industrial Direct MSM Stock Holding History

Twin Peaks Wealth Advisors’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 		$3.14K Buy
+34
New +$3.04K ﹤0.01% 1558
2025
Q3 		– Sell
-55
Closed -$4.75K – 1377
2025
Q2 		$4.75K Buy
+55
New +$4.34K ﹤0.01% 1329

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

Twin Peaks Wealth Advisors's MSM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in MSC Industrial Direct (MSM) in Q1 2026: 34 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #1558 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MSM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MSM in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.75K in Q2 2025. 414 funds tracked by Wall St. Rank hold MSM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 34 shares of MSC Industrial Direct worth $3.14K as of Q1 2026.
  • MSC Industrial Direct was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • MSC Industrial Direct made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1558 holding.
  • Twin Peaks Wealth Advisors first reported a position in MSC Industrial Direct in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's MSC Industrial Direct position peaked at $4.75K in Q2 2025.
  • 414 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.