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United Capital Financial Advisors’s MSC Industrial Direct MSM Stock Holding History

United Capital Financial 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
Q2 		$534K Buy
4,491
+531
+13% +$56.4K ﹤0.01% 1084
2026
Q1 		$365K Buy
+3,960
New +$354K ﹤0.01% 1230

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

United Capital Financial Advisors's MSM Position: Q2 2026 in Review

United Capital Financial Advisors increased its MSC Industrial Direct (MSM) stake by 13% in Q2 2026, buying an estimated $56.4K and bringing the position to 4,491 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

United Capital Financial Advisors first reported a position in MSM in Q1 2026 and has held it in 2 quarters since. 480 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • United Capital Financial Advisors held 4,491 shares of MSC Industrial Direct worth $534K as of Q2 2026.
  • United Capital Financial Advisors bought 531 MSC Industrial Direct shares in Q2 2026, an estimated $56.4K.
  • MSC Industrial Direct made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1084 holding.
  • United Capital Financial Advisors first reported a position in MSC Industrial Direct in Q1 2026 and has held it in 2 quarters since.
  • 480 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.