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

Wealth Enhancement Trust 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 		$14.3K Buy
120
+78
+186% +$8.29K ﹤0.01% 671
2026
Q1 		$3.88K Hold
42
– – ﹤0.01% 653
2025
Q4 		$3.53K Buy
+42
New +$3.64K ﹤0.01% 621

Other funds holding MSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its MSC Industrial Direct (MSM) stake by 186% in Q2 2026, buying an estimated $8.29K and bringing the position to 120 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Wealth Enhancement Trust Services first reported a position in MSM in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Wealth Enhancement Trust Services held 120 shares of MSC Industrial Direct worth $14.3K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 78 MSC Industrial Direct shares in Q2 2026, an estimated $8.29K.
  • MSC Industrial Direct made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #671 holding.
  • Wealth Enhancement Trust Services first reported a position in MSC Industrial Direct in Q4 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

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