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Roxbury Financial’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Roxbury Financial’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 		$2.46K Buy
+163
New +$2.47K ﹤0.01% 370

Other funds holding MSDL

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return