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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
Q2 		$162K Hold
10,500
– – 0.04% 163
2026
Q1 		$154K Buy
+10,500
New +$162K 0.05% 145

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

Sweeney & Michel's MSDL Position: Q2 2026 in Review

Sweeney & Michel held its Morgan Stanley Direct Lending Fund (MSDL) position steady in Q2 2026 at 10,500 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #163.

Sweeney & Michel first reported a position in MSDL in Q1 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold MSDL as of Q2 2026.

  • Sweeney & Michel held 10,500 shares of Morgan Stanley Direct Lending Fund worth $162K as of Q2 2026.
  • Sweeney & Michel left its Morgan Stanley Direct Lending Fund share count unchanged in Q2 2026.
  • Morgan Stanley Direct Lending Fund made up 0.04% of Sweeney & Michel's portfolio in Q2 2026, its #163 holding.
  • Sweeney & Michel first reported a position in Morgan Stanley Direct Lending Fund in Q1 2026 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.