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ORG Wealth Partners’s MSC Income Fund Inc MSIF Stock Holding History

ORG Wealth Partners’s Portfolio MSIF Stock Details MSIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,321
Closed -$126K – 718
2026
Q1 		$126K Buy
+10,321
New +$134K 0.02% 264

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VanEck Associates
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Two Sigma Investments
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Franklin Resources
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CC
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ORG Wealth Partners's MSIF Position: Q2 2026 in Review

ORG Wealth Partners sold out of MSC Income Fund Inc (MSIF) in Q2 2026, closing a stake of 10,321 shares — an estimated $126K sold.

ORG Wealth Partners first reported a position in MSIF in Q1 2026 and held it in 1 quarter. The position peaked at $126K in Q1 2026. 167 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • ORG Wealth Partners reported no remaining MSC Income Fund Inc position as of Q2 2026 after selling out during the quarter.
  • ORG Wealth Partners sold 10,321 MSC Income Fund Inc shares in Q2 2026, an estimated $126K.
  • ORG Wealth Partners first reported a position in MSC Income Fund Inc in Q1 2026 and held it in 1 quarter.
  • ORG Wealth Partners's MSC Income Fund Inc position peaked at $126K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

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