Williams Jones Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Williams Jones Wealth Management’s Portfolio DSL Stock Details DSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$128K	Hold	11,822	–	–	﹤0.01%	492
2025 Q4	$133K	Sell	11,822 -1,000	-8%	-$11.6K	﹤0.01%	488
2025 Q3	$157K	Hold	12,822	–	–	﹤0.01%	478
2025 Q2	$157K	Hold	12,822	–	–	﹤0.01%	479
2025 Q1	$162K	Hold	12,822	–	–	﹤0.01%	465
2024 Q4	$161K	Sell	12,822 -2,425	-16%	-$30.8K	﹤0.01%	471
2024 Q3	$198K	Hold	15,247	–	–	﹤0.01%	497
2024 Q2	$191K	Sell	15,247 -25	-0.2%	-$311	﹤0.01%	483
2024 Q1	$194K	Sell	15,272 -1,762	-10%	-$22.1K	﹤0.01%	503
2023 Q4	$209K	Sell	17,034 -6,421	-27%	-$73.9K	﹤0.01%	492
2023 Q3	$275K	Buy	+23,455	New	+$281K	﹤0.01%	435

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Williams Jones Wealth Management's DSL Position: Q1 2026 in Review

Williams Jones Wealth Management held its DoubleLine Income Solutions Fund (DSL) position steady in Q1 2026 at 11,822 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Williams Jones Wealth Management first reported a position in DSL in Q3 2023 and has held it in 11 quarters since. The position peaked at $275K in Q3 2023. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Williams Jones Wealth Management held 11,822 shares of DoubleLine Income Solutions Fund worth $128K as of Q1 2026.
Williams Jones Wealth Management left its DoubleLine Income Solutions Fund share count unchanged in Q1 2026.
DoubleLine Income Solutions Fund made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #492 holding.
Williams Jones Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q3 2023 and has held it in 11 quarters since.
Williams Jones Wealth Management's DoubleLine Income Solutions Fund position peaked at $275K in Q3 2023.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.