Back to MSM

HB Wealth Management, LLC → MSM

HB Wealth Management, LLC MSM Position History

MSC Industrial Direct Co., Inc. • Industrials

Quarters held
2
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$383K
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M10.9K——
Q2 2026$383K3.2K——

Other funds holding MSM

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B