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SHP Wealth Management’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

SHP Wealth Management’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
Q1 		$34.3K Buy
2,459
+72
+3% +$1.11K ﹤0.01% 583
2025
Q4 		$39.3K Buy
+2,387
New +$40.4K ﹤0.01% 533

Other funds holding MSDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

SHP Wealth Management's MSDL Position: Q1 2026 in Review

SHP Wealth Management increased its Morgan Stanley Direct Lending Fund (MSDL) stake by 3% in Q1 2026, buying an estimated $1.11K and bringing the position to 2,459 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

SHP Wealth Management first reported a position in MSDL in Q4 2025 and has held it in 2 quarters since. The position peaked at $39.3K in Q4 2025. 139 funds tracked by Wall St. Rank hold MSDL as of Q1 2026.

  • SHP Wealth Management held 2,459 shares of Morgan Stanley Direct Lending Fund worth $34.3K as of Q1 2026.
  • SHP Wealth Management bought 72 Morgan Stanley Direct Lending Fund shares in Q1 2026, an estimated $1.11K.
  • Morgan Stanley Direct Lending Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #583 holding.
  • SHP Wealth Management first reported a position in Morgan Stanley Direct Lending Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Morgan Stanley Direct Lending Fund position peaked at $39.3K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.