Roxbury Financial »

Morgan Stanley Direct Le shares owned by Roxbury Financial

Quarter-by-quarter ownership of Morgan Stanley Direct Le (MSDL) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Morgan Stanley Direct Le

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Direct Le held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley Direct Le by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5k 163 15.12

More positions owned by Roxbury Financial

Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Ishares Core S&p 500 Etf Etf (IVV)
Visa Inc Com Cl A Stock (V)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Caterpillar Stock (CAT)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Walmart Stock (WMT)
Wells Fargo & Co Stock (WFC)
International Business Machs Stock (IBM)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

Top funds holding Morgan Stanley Direct Le

Morgan Stanley
Generali Asset Management SPA SGR
UBS Group
Van Eck Associates Corp.
Rivernorth Capital Management
Two Sigma Investments
Muzinich & Co
Russell Investments
Altshuler Shaham
American Financial Group
Toronto-Dominion Bank
DG Capital Management
Sumitomo Mitsui Trust Holdings
Wells Fargo & Company
Ares Management

View all funds holding Morgan Stanley Direct Le