Morgan Stanley
NCDL icon

Morgan Stanley’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Morgan Stanley’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.7M Sell
369,431
-93,476
-20% -$1.25M ﹤0.01% 4184
2025
Q4 		$6.18M Sell
462,907
-71,046
-13% -$1.01M ﹤0.01% 4016
2025
Q3 		$7.37M Buy
533,953
+93,596
+21% +$1.5M ﹤0.01% 3822
2025
Q2 		$7.13M Sell
440,357
-66,395
-13% -$1.05M ﹤0.01% 3764
2025
Q1 		$8.6M Buy
506,752
+195,411
+63% +$3.36M ﹤0.01% 3478
2024
Q4 		$5.22M Buy
311,341
+121,644
+64% +$2.09M ﹤0.01% 3954
2024
Q3 		$3.3M Buy
189,697
+60,190
+46% +$1.05M ﹤0.01% 4288
2024
Q2 		$2.25M Buy
129,507
+47,371
+58% +$834K ﹤0.01% 4487
2024
Q1 		$1.48M Buy
+82,136
New +$1.43M ﹤0.01% 4741

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $369M AUM 78.25% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
DCP
Diameter Capital Partners New York $522M AUM 152.29% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return