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Creative Planning MSM Position History
MSC Industrial Direct Co., Inc. • Industrials
Quarters held
8
Latest value
$17.2M
Q3 2026
Peak value
$17.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $26K |
| Q3 2025 | $1.3M |
| Q4 2025 | $2.5M |
| Q1 2026 | $5.2M |
| Q2 2026 | $91K |
| Q2 2026 | $10.6M |
| Q3 2026 | $112K |
| Q3 2026 | $17.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.2M | 139.3K | — | — |
| Q3 2026 | $112K | 906 | — | — |
| Q2 2026 | $10.6M | 89.1K | — | — |
| Q2 2026 | $91K | 764 | — | — |
| Q1 2026 | $5.2M | 56.1K | — | — |
| Q4 2025 | $2.5M | 29.4K | — | — |
| Q3 2025 | $1.3M | 14.5K | — | — |
| Q3 2025 | $26K | 285 | — | — |
Other funds holding MSM
$277.9M
$174.1M
$174.1M
$130.2M