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VSM Wealth Advisory’s MSC Industrial Direct MSM Stock Holding History

VSM Wealth Advisory’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 		– Sell
-50
Closed -$4.61K – 512
2026
Q1 		$4.61K Hold
50
– – ﹤0.01% 415
2025
Q4 		$4.21K Buy
+50
New +$4.33K ﹤0.01% 385
2025
Q3 		– Sell
-50
Closed -$4.25K – 483
2025
Q2 		$4.25K Hold
50
– – ﹤0.01% 438
2025
Q1 		$3.88K Hold
50
– – ﹤0.01% 424
2024
Q4 		$3.73K Buy
+50
New +$4.12K ﹤0.01% 416

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

VSM Wealth Advisory's MSM Position: Q2 2026 in Review

VSM Wealth Advisory sold out of MSC Industrial Direct (MSM) in Q2 2026, closing a stake of 50 shares — an estimated $4.61K sold.

VSM Wealth Advisory first reported a position in MSM in Q4 2024 and held it in 5 quarters. The position peaked at $4.61K in Q1 2026. 479 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • VSM Wealth Advisory reported no remaining MSC Industrial Direct position as of Q2 2026 after selling out during the quarter.
  • VSM Wealth Advisory sold 50 MSC Industrial Direct shares in Q2 2026, an estimated $4.61K.
  • VSM Wealth Advisory first reported a position in MSC Industrial Direct in Q4 2024 and held it in 5 quarters.
  • VSM Wealth Advisory's MSC Industrial Direct position peaked at $4.61K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.