Focus Partners Wealth
MSDL icon

Focus Partners Wealth’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Focus Partners 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
Q1 		$684K Buy
48,827
+14,709
+43% +$228K ﹤0.01% 1784
2025
Q4 		$565K Buy
+34,118
New +$577K ﹤0.01% 1902

Other funds holding MSDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Focus Partners Wealth's MSDL Position: Q1 2026 in Review

Focus Partners Wealth increased its Morgan Stanley Direct Lending Fund (MSDL) stake by 43% in Q1 2026, buying an estimated $228K and bringing the position to 48,827 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Focus Partners Wealth first reported a position in MSDL in Q4 2025 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold MSDL as of Q1 2026.

  • Focus Partners Wealth held 48,827 shares of Morgan Stanley Direct Lending Fund worth $684K as of Q1 2026.
  • Focus Partners Wealth bought 14,709 Morgan Stanley Direct Lending Fund shares in Q1 2026, an estimated $228K.
  • Morgan Stanley Direct Lending Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1784 holding.
  • Focus Partners Wealth first reported a position in Morgan Stanley Direct Lending Fund in Q4 2025 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.