Belpointe Asset Management’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Belpointe Asset Management’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	$444K	Buy	+29,333	New	+$444K	0.01%	759

Other funds holding MSDL

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Belpointe Asset Management's MSDL Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Morgan Stanley Direct Lending Fund (MSDL) in Q2 2026: 29,333 shares worth $444K. The stake represents 0.01% of the portfolio and ranks #759 among its holdings.

31 funds tracked by Wall St. Rank hold MSDL as of Q2 2026.

Belpointe Asset Management held 29,333 shares of Morgan Stanley Direct Lending Fund worth $444K as of Q2 2026.
Morgan Stanley Direct Lending Fund was a new Belpointe Asset Management position in Q2 2026.
Morgan Stanley Direct Lending Fund made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #759 holding.
31 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.