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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's MSM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its MSC Industrial Direct (MSM) stake by 141% in Q2 2026, buying an estimated $1.19M and bringing the position to 19,231 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Wealth Enhancement Advisory Services first reported a position in MSM in Q3 2023 and has held it in 8 quarters since. 479 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

Wealth Enhancement Advisory Services held 19,231 shares of MSC Industrial Direct worth $2.37M as of Q2 2026.
Wealth Enhancement Advisory Services bought 11,236 MSC Industrial Direct shares in Q2 2026, an estimated $1.19M.
MSC Industrial Direct made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1470 holding.
Wealth Enhancement Advisory Services first reported a position in MSC Industrial Direct in Q3 2023 and has held it in 8 quarters since.
479 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.