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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
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
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

Legacy Capital Wealth Partners's MSDL Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Morgan Stanley Direct Lending Fund (MSDL) stake by 12% in Q1 2026, buying an estimated $140K and bringing the position to 86,033 shares worth $1.2M. The position accounts for 0.25% of the portfolio, ranked #88.

Legacy Capital Wealth Partners first reported a position in MSDL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.49M in Q1 2025. 137 funds tracked by Wall St. Rank hold MSDL as of Q1 2026.

  • Legacy Capital Wealth Partners held 86,033 shares of Morgan Stanley Direct Lending Fund worth $1.2M as of Q1 2026.
  • Legacy Capital Wealth Partners bought 9,051 Morgan Stanley Direct Lending Fund shares in Q1 2026, an estimated $140K.
  • Morgan Stanley Direct Lending Fund made up 0.25% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #88 holding.
  • Legacy Capital Wealth Partners first reported a position in Morgan Stanley Direct Lending Fund in Q1 2025 and has held it in 5 quarters since.
  • Legacy Capital Wealth Partners's Morgan Stanley Direct Lending Fund position peaked at $1.49M in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q1 2026.

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