Position in MSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$396,817
+$186,996 QoQ
Shares Held
3,336
+46.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#279
of 475 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MSM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $10,503,792 across 4 Industrial Distribution names. MSM ranks #3 (3.8% of the industry book) .
All Filings in MSM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,817 | 3,336 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $209,821 | 2,274 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||