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Whipplewood Advisors’s MSC Industrial Direct MSM Stock Holding History

Whipplewood Advisors’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 		$952 Sell
8
-18
-69% -$1.91K ﹤0.01% 552
2026
Q1 		$2.4K Buy
+26
New +$2.33K ﹤0.01% 744
2025
Q3 		– Sell
-32
Closed -$2.72K – 852
2025
Q2 		$2.72K Buy
32
+5
+19% +$395 ﹤0.01% 819
2025
Q1 		$2.48K Sell
27
-5
-16% -$400 ﹤0.01% 841
2024
Q4 		$2.39K Buy
+32
New +$2.64K ﹤0.01% 841

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whipplewood Advisors's MSM Position: Q2 2026 in Review

Whipplewood Advisors reduced its MSC Industrial Direct (MSM) stake by 69% in Q2 2026, selling an estimated $1.91K and leaving 8 shares worth $952. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Whipplewood Advisors first reported a position in MSM in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.72K in Q2 2025. 480 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Whipplewood Advisors held 8 shares of MSC Industrial Direct worth $952 as of Q2 2026.
  • Whipplewood Advisors sold 18 MSC Industrial Direct shares in Q2 2026, an estimated $1.91K.
  • MSC Industrial Direct made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #552 holding.
  • Whipplewood Advisors first reported a position in MSC Industrial Direct in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's MSC Industrial Direct position peaked at $2.72K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.