Back to MSM
WealthPlan Investment Management, LLC → MSM
WealthPlan Investment Management, LLC MSM Position History
MSC Industrial Direct Co., Inc. • Industrials
Quarters held
7
Latest value
$4M
Q3 2026
Peak value
$12.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.5M |
| Q4 2025 | $6.4M |
| Q1 2026 | $4.7M |
| Q2 2026 | $4.8M |
| Q2 2026 | $46K |
| Q3 2026 | $67K |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 32.1K | — | — |
| Q3 2026 | $67K | 540 | — | — |
| Q2 2026 | $46K | 390 | — | — |
| Q2 2026 | $4.8M | 40.2K | — | — |
| Q1 2026 | $4.7M | 51.1K | — | — |
| Q4 2025 | $6.4M | 76.3K | — | — |
| Q3 2025 | $12.5M | 135.7K | — | — |
Other funds holding MSM
$277.9M
$174.1M
$174.1M
$130.2M