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Wealthspire Advisors (New York)’s MSC Industrial Direct MSM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-179
Closed -$16.5K – 2184
2025
Q3 		$16.5K Buy
+179
New +$16K ﹤0.01% 1774

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Boston Partners
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Charles Schwab
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State Street
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First Trust Advisors
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s MSM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of MSC Industrial Direct (MSM) in Q4 2025, closing a stake of 179 shares — an estimated $16.5K sold.

Wealthspire Advisors (New York) first reported a position in MSM in Q3 2025 and held it in 1 quarter. The position peaked at $16.5K in Q3 2025. 418 funds tracked by Wall St. Rank hold MSM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining MSC Industrial Direct position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 179 MSC Industrial Direct shares in Q4 2025, an estimated $16.5K.
  • Wealthspire Advisors (New York) first reported a position in MSC Industrial Direct in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s MSC Industrial Direct position peaked at $16.5K in Q3 2025.
  • 418 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.