ZIM
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Zacks Investment Management’s MSC Industrial Direct MSM Stock Holding History

Zacks Investment Management’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
-2,277
Closed -$210K – 795
2025
Q3 		$210K Buy
+2,277
New +$203K ﹤0.01% 670
2024
Q1 		– Sell
-2,000
Closed -$203K – 687
2023
Q4 		$203K Buy
+2,000
New +$198K ﹤0.01% 594
2022
Q3 		– Sell
-2,733
Closed -$205K – 626
2022
Q2 		$205K Buy
+2,733
New +$224K ﹤0.01% 547

Other funds holding MSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zacks Investment Management's MSM Position: Q4 2025 in Review

Zacks Investment Management sold out of MSC Industrial Direct (MSM) in Q4 2025, closing a stake of 2,277 shares — an estimated $210K sold.

Zacks Investment Management first reported a position in MSM in Q2 2022 and held it in 3 quarters. The position peaked at $210K in Q3 2025. 420 funds tracked by Wall St. Rank hold MSM as of Q4 2025.

  • Zacks Investment Management reported no remaining MSC Industrial Direct position as of Q4 2025 after selling out during the quarter.
  • Zacks Investment Management sold 2,277 MSC Industrial Direct shares in Q4 2025, an estimated $210K.
  • Zacks Investment Management first reported a position in MSC Industrial Direct in Q2 2022 and held it in 3 quarters.
  • Zacks Investment Management's MSC Industrial Direct position peaked at $210K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.