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Sweeney & Michel’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Sweeney & Michel’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
Q3 		$148K Hold
10,500
– – 0.04% 165
2026
Q2 		$162K Hold
10,500
– – 0.04% 163
2026
Q1 		$154K Buy
+10,500
New +$162K 0.05% 145

Other funds holding MSDL

TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CA
Commerce Advisors Memphis, Tennessee $212M AUM

Sweeney & Michel's MSDL Position: Q3 2026 in Review

Sweeney & Michel held its Morgan Stanley Direct Lending Fund (MSDL) position steady in Q3 2026 at 10,500 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #165.

Sweeney & Michel first reported a position in MSDL in Q1 2026 and has held it in 3 quarters since. The position peaked at $162K in Q2 2026. 14 funds tracked by Wall St. Rank hold MSDL as of Q3 2026.

  • Sweeney & Michel held 10,500 shares of Morgan Stanley Direct Lending Fund worth $148K as of Q3 2026.
  • Sweeney & Michel left its Morgan Stanley Direct Lending Fund share count unchanged in Q3 2026.
  • Morgan Stanley Direct Lending Fund made up 0.04% of Sweeney & Michel's portfolio in Q3 2026, its #165 holding.
  • Sweeney & Michel first reported a position in Morgan Stanley Direct Lending Fund in Q1 2026 and has held it in 3 quarters since.
  • Sweeney & Michel's Morgan Stanley Direct Lending Fund position peaked at $162K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.