Wealth Enhancement Advisory Services
MSM icon

Wealth Enhancement Advisory Services’s MSC Industrial Direct MSM Stock Holding History

Wealth Enhancement Advisory Services’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 		$12.5M Buy
102,651
+83,420
+434% +$10.2M 0.02% 647
2026
Q2 		$2.37M Buy
19,231
+11,236
+141% +$1.19M ﹤0.01% 1470
2026
Q1 		$722K Sell
7,995
-1,885
-19% -$169K ﹤0.01% 2041
2025
Q4 		$839K Sell
9,880
-25
-0.3% -$2.17K ﹤0.01% 2072
2025
Q3 		$894K Sell
9,905
-2,279
-19% -$203K ﹤0.01% 1939
2025
Q2 		$1.1M Buy
12,184
+639
+6% +$50.5K ﹤0.01% 1696
2025
Q1 		$897K Buy
+11,545
New +$924K ﹤0.01% 1659
2024
Q1 		– Sell
-2,099
Closed -$213K – 2540
2023
Q4 		$213K Sell
2,099
-74
-3% -$7.32K ﹤0.01% 2057
2023
Q3 		$213K Buy
+2,173
New +$214K ﹤0.01% 1965

Other funds holding MSM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Butensky & Cohen Financial Security
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Wealth Enhancement Advisory Services's MSM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its MSC Industrial Direct (MSM) stake by 434% in Q3 2026, buying an estimated $10.2M and bringing the position to 102,651 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #647.

Wealth Enhancement Advisory Services first reported a position in MSM in Q3 2023 and has held it in 9 quarters since. 124 funds tracked by Wall St. Rank hold MSM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 102,651 shares of MSC Industrial Direct worth $12.5M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 83,420 MSC Industrial Direct shares in Q3 2026, an estimated $10.2M.
  • MSC Industrial Direct made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #647 holding.
  • Wealth Enhancement Advisory Services first reported a position in MSC Industrial Direct in Q3 2023 and has held it in 9 quarters since.
  • 124 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.