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

Reicon 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 		$267K Buy
17,646
+297
+2% +$4.5K 0.16% 44
2026
Q1 		$242K Buy
17,349
+4,380
+34% +$67.8K 0.18% 40
2025
Q4 		$214K Buy
+12,969
New +$219K 0.15% 39

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

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

Reicon Wealth Advisors increased its Morgan Stanley Direct Lending Fund (MSDL) stake by 1.7% in Q2 2026, buying an estimated $4.5K and bringing the position to 17,646 shares worth $267K. The position accounts for 0.16% of the portfolio, ranked #44.

Reicon Wealth Advisors first reported a position in MSDL in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold MSDL as of Q2 2026.

  • Reicon Wealth Advisors held 17,646 shares of Morgan Stanley Direct Lending Fund worth $267K as of Q2 2026.
  • Reicon Wealth Advisors bought 297 Morgan Stanley Direct Lending Fund shares in Q2 2026, an estimated $4.5K.
  • Morgan Stanley Direct Lending Fund made up 0.16% of Reicon Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Reicon Wealth Advisors first reported a position in Morgan Stanley Direct Lending Fund in Q4 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q2 2026.

Based on Reicon Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.