Valeo Financial Advisors’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Valeo Financial Advisors’s Portfolio MSD Stock Details MSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$391K	Hold	58,055	–	–	0.01%	537
2026 Q2	$424K	Hold	58,055	–	–	0.01%	502
2026 Q1	$408K	Hold	58,055	–	–	0.01%	459
2025 Q4	$429K	Buy	58,055 +3,500	+6%	+$25.7K	0.01%	501
2025 Q3	$402K	Sell	54,555 -14,771	-21%	-$111K	0.01%	512
2025 Q2	$536K	Buy	69,326 +15,321	+28%	+$117K	0.01%	435
2025 Q1	$435K	Buy	54,005 +6,325	+13%	+$50.9K	0.01%	446
2024 Q4	$367K	Buy	47,680 +17,307	+57%	+$133K	0.01%	481
2024 Q3	$241K	Buy	30,373 +16,873	+125%	+$130K	0.01%	596
2024 Q2	$99.1K	Buy	+13,500	New	+$97K	﹤0.01%	631

Other funds holding MSD

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Valeo Financial Advisors's MSD Position: Q3 2026 in Review

Valeo Financial Advisors held its Morgan Stanley Emerging Markets Debt Fund (MSD) position steady in Q3 2026 at 58,055 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #537.

Valeo Financial Advisors first reported a position in MSD in Q2 2024 and has held it in 10 quarters since. The position peaked at $536K in Q2 2025. 46 funds tracked by Wall St. Rank hold MSD as of Q3 2026.

Valeo Financial Advisors held 58,055 shares of Morgan Stanley Emerging Markets Debt Fund worth $391K as of Q3 2026.
Valeo Financial Advisors left its Morgan Stanley Emerging Markets Debt Fund share count unchanged in Q3 2026.
Morgan Stanley Emerging Markets Debt Fund made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #537 holding.
Valeo Financial Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2024 and has held it in 10 quarters since.
Valeo Financial Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $536K in Q2 2025.
46 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.