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

Legacy Capital Wealth Partners’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	$1.68M	Buy	110,870 +24,837	+29%	+$376K	0.32%	66
2026 Q1	$1.2M	Buy	86,033 +9,051	+12%	+$140K	0.25%	88
2025 Q4	$1.27M	Buy	76,982 +6,155	+9%	+$104K	0.27%	76
2025 Q3	$1.14M	Sell	70,827 -264	-0.4%	-$4.81K	0.25%	80
2025 Q2	$1.33M	Sell	71,091 -3,735	-5%	-$72.2K	0.3%	66
2025 Q1	$1.49M	Buy	+74,826	New	+$1.55M	0.37%	47

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

Legacy Capital Wealth Partners's MSDL Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Morgan Stanley Direct Lending Fund (MSDL) stake by 29% in Q2 2026, buying an estimated $376K and bringing the position to 110,870 shares worth $1.68M. The position accounts for 0.32% of the portfolio, ranked #66.

Legacy Capital Wealth Partners first reported a position in MSDL in Q1 2025 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold MSDL as of Q2 2026.

Legacy Capital Wealth Partners held 110,870 shares of Morgan Stanley Direct Lending Fund worth $1.68M as of Q2 2026.
Legacy Capital Wealth Partners bought 24,837 Morgan Stanley Direct Lending Fund shares in Q2 2026, an estimated $376K.
Morgan Stanley Direct Lending Fund made up 0.32% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #66 holding.
Legacy Capital Wealth Partners first reported a position in Morgan Stanley Direct Lending Fund in Q1 2025 and has held it in 6 quarters since.
140 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.