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Merkkuri Wealth Advisors’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Merkkuri Wealth Advisors’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 		– Sell
-309
Closed -$4.31K – 251
2026
Q1 		$4.31K Buy
+309
New +$4.78K ﹤0.01% 275

Other funds holding MSDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
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
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Merkkuri Wealth Advisors's MSDL Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of Morgan Stanley Direct Lending Fund (MSDL) in Q2 2026, closing a stake of 309 shares — an estimated $4.31K sold.

Merkkuri Wealth Advisors first reported a position in MSDL in Q1 2026 and held it in 1 quarter. The position peaked at $4.31K in Q1 2026. 141 funds tracked by Wall St. Rank hold MSDL as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining Morgan Stanley Direct Lending Fund position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 309 Morgan Stanley Direct Lending Fund shares in Q2 2026, an estimated $4.31K.
  • Merkkuri Wealth Advisors first reported a position in Morgan Stanley Direct Lending Fund in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's Morgan Stanley Direct Lending Fund position peaked at $4.31K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.