Sunbelt Securities’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Sunbelt Securities’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	$41.9K	Buy	+3,000	New	+$46.4K	﹤0.01%	1065

Other funds holding MSDL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

Sunbelt Securities's MSDL Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Morgan Stanley Direct Lending Fund (MSDL) in Q1 2026: 3,000 shares worth $41.9K. The stake represents ﹤0.01% of the portfolio and ranks #1065 among its holdings.

139 funds tracked by Wall St. Rank hold MSDL as of Q1 2026.

Sunbelt Securities held 3,000 shares of Morgan Stanley Direct Lending Fund worth $41.9K as of Q1 2026.
Morgan Stanley Direct Lending Fund was a new Sunbelt Securities position in Q1 2026.
Morgan Stanley Direct Lending Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1065 holding.
139 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.