Morgan Stanley
DBL

Morgan Stanley’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Morgan Stanley’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.21M Buy
562,535
+2,037
+0.4% +$30.4K ﹤0.01% 3736
2025
Q4 		$8.55M Buy
560,498
+13,589
+2% +$209K ﹤0.01% 3739
2025
Q3 		$8.52M Sell
546,909
-63,441
-10% -$977K ﹤0.01% 3678
2025
Q2 		$9.39M Buy
610,350
+36,577
+6% +$566K ﹤0.01% 3503
2025
Q1 		$8.97M Buy
573,773
+29,985
+6% +$470K ﹤0.01% 3441
2024
Q4 		$8.43M Sell
543,788
-289,769
-35% -$4.49M ﹤0.01% 3539
2024
Q3 		$13.2M Sell
833,557
-15,510
-2% -$244K ﹤0.01% 3210
2024
Q2 		$13M Sell
849,067
-2,986
-0.4% -$45K ﹤0.01% 3105
2024
Q1 		$13.1M Sell
852,053
-1,068,597
-56% -$16.3M ﹤0.01% 3114
2023
Q4 		$29.5M Buy
1,920,650
+961,568
+100% +$14M ﹤0.01% 2991
2023
Q3 		$14M Buy
959,082
+13,080
+1% +$189K ﹤0.01% 2815
2023
Q2 		$13.7M Buy
946,002
+15,474
+2% +$225K ﹤0.01% 2864
2023
Q1 		$13.2M Buy
930,528
+134,023
+17% +$2M ﹤0.01% 2877
2022
Q4 		$11.8M Buy
796,505
+316,482
+66% +$4.61M ﹤0.01% 2916
2022
Q3 		$6.94M Buy
480,023
+6,814
+1% +$106K ﹤0.01% 3354
2022
Q2 		$7.37M Buy
473,209
+143,731
+44% +$2.3M ﹤0.01% 3394
2022
Q1 		$5.52M Buy
329,478
+137,401
+72% +$2.43M ﹤0.01% 3576
2021
Q4 		$3.68M Sell
192,077
-16,012
-8% -$309K ﹤0.01% 4040
2021
Q3 		$4.1M Buy
208,089
+8,382
+4% +$166K ﹤0.01% 3939
2021
Q2 		$4.01M Sell
199,707
-43,156
-18% -$853K ﹤0.01% 4010
2021
Q1 		$4.79M Buy
242,863
+7,426
+3% +$147K ﹤0.01% 3457
2020
Q4 		$4.63M Buy
235,437
+38,576
+20% +$743K ﹤0.01% 3339
2020
Q3 		$3.75M Sell
196,861
-18,587
-9% -$357K ﹤0.01% 3000
2020
Q2 		$4.08M Sell
215,448
-311,961
-59% -$5.72M ﹤0.01% 2873
2020
Q1 		$9.02M Buy
527,409
+253,312
+92% +$5.08M ﹤0.01% 1880
2019
Q4 		$5.66M Sell
274,097
-61,643
-18% -$1.28M ﹤0.01% 3064
2019
Q3 		$6.95M Buy
335,740
+39,495
+13% +$818K ﹤0.01% 2513
2019
Q2 		$6.2M Buy
296,245
+56,362
+23% +$1.15M ﹤0.01% 2698
2019
Q1 		$4.85M Buy
239,883
+15,604
+7% +$306K ﹤0.01% 2756
2018
Q4 		$4.25M Sell
224,279
-74,333
-25% -$1.44M ﹤0.01% 3081
2018
Q3 		$6.14M Sell
298,612
-101,785
-25% -$2.13M ﹤0.01% 2967
2018
Q2 		$8.36M Sell
400,397
-28,777
-7% -$605K ﹤0.01% 2577
2018
Q1 		$9.27M Sell
429,174
-84,750
-16% -$1.84M ﹤0.01% 2417
2017
Q4 		$11.4M Sell
513,924
-38,925
-7% -$887K ﹤0.01% 2277
2017
Q3 		$13.3M Buy
552,849
+37,994
+7% +$934K ﹤0.01% 1996
2017
Q2 		$13M Buy
514,855
+5,100
+1% +$126K ﹤0.01% 1921
2017
Q1 		$12.2M Buy
509,755
+36,546
+8% +$856K ﹤0.01% 2010
2016
Q4 		$10.9M Buy
473,209
+122,301
+35% +$2.91M ﹤0.01% 2157
2016
Q3 		$9.01M Buy
350,908
+7,734
+2% +$208K ﹤0.01% 2105
2016
Q2 		$9.19M Buy
343,174
+82,078
+31% +$2.16M ﹤0.01% 2048
2016
Q1 		$6.95M Buy
261,096
+19,937
+8% +$514K ﹤0.01% 2200
2015
Q4 		$6.1M Sell
241,159
-39,814
-14% -$995K ﹤0.01% 2458
2015
Q3 		$6.99M Buy
280,973
+1,789
+0.6% +$42.6K ﹤0.01% 2325
2015
Q2 		$6.47M Buy
279,184
+1,145
+0.4% +$27.9K ﹤0.01% 2564
2015
Q1 		$6.91M Sell
278,039
-48,879
-15% -$1.24M ﹤0.01% 2435
2014
Q4 		$8.03M Sell
326,918
-175,886
-35% -$4.27M ﹤0.01% 2271
2014
Q3 		$11.9M Buy
502,804
+87,244
+21% +$2.03M ﹤0.01% 1879
2014
Q2 		$9.83M Buy
415,560
+193,820
+87% +$4.54M ﹤0.01% 2048
2014
Q1 		$5.13M Sell
221,740
-42,049
-16% -$969K ﹤0.01% 2564
2013
Q4 		$5.89M Sell
263,789
-39,725
-13% -$908K ﹤0.01% 2427
2013
Q3 		$6.94M Sell
303,514
-37,902
-11% -$883K ﹤0.01% 2106
2013
Q2 		$8.55M Buy
+341,416
New +$9.09M ﹤0.01% 1822

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's DBL Position: Q1 2026 in Review

Morgan Stanley increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 0.36% in Q1 2026, buying an estimated $30.4K and bringing the position to 562,535 shares worth $8.21M. The position accounts for ﹤0.01% of the portfolio, ranked #3736.

Morgan Stanley first reported a position in DBL in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.5M in Q4 2023. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Morgan Stanley held 562,535 shares of DoubleLine Opportunistic Credit Fund worth $8.21M as of Q1 2026.
  • Morgan Stanley bought 2,037 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $30.4K.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3736 holding.
  • Morgan Stanley first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's DoubleLine Opportunistic Credit Fund position peaked at $29.5M in Q4 2023.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.