Creative Financial Designs’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Creative Financial Designs’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	$53.8K	Hold	3,555	–	–	﹤0.01%	990
2026 Q1	$49.6K	Hold	3,555	–	–	﹤0.01%	898
2025 Q4	$58.6K	Hold	3,555	–	–	﹤0.01%	814
2025 Q3	$57.2K	Hold	3,555	–	–	﹤0.01%	808
2025 Q2	$66.5K	Hold	3,555	–	–	﹤0.01%	777
2025 Q1	$71K	Buy	+3,555	New	+$73.5K	0.01%	720

Other funds holding MSDL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

GAM

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Creative Financial Designs's MSDL Position: Q2 2026 in Review

Creative Financial Designs held its Morgan Stanley Direct Lending Fund (MSDL) position steady in Q2 2026 at 3,555 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Creative Financial Designs first reported a position in MSDL in Q1 2025 and has held it in 6 quarters since. The position peaked at $71K in Q1 2025. 140 funds tracked by Wall St. Rank hold MSDL as of Q2 2026.

Creative Financial Designs held 3,555 shares of Morgan Stanley Direct Lending Fund worth $53.8K as of Q2 2026.
Creative Financial Designs left its Morgan Stanley Direct Lending Fund share count unchanged in Q2 2026.
Morgan Stanley Direct Lending Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #990 holding.
Creative Financial Designs first reported a position in Morgan Stanley Direct Lending Fund in Q1 2025 and has held it in 6 quarters since.
Creative Financial Designs's Morgan Stanley Direct Lending Fund position peaked at $71K in Q1 2025.
140 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.