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Allied Private Wealth’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Allied Private Wealth’s Portfolio MSDL Stock Details MSDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.83K Buy
+120
New +$1.82K ﹤0.01% 745

Other funds holding MSDL

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return