GIA
IIF

GHP Investment Advisors’s Morgan Stanley India Investment Fund IIF Stock Holding History

GHP Investment Advisors’s Portfolio IIF Stock Details IIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.28K Hold
100
– – ﹤0.01% 974
2026
Q1 		$2.06K Sell
100
-200
-67% -$4.66K ﹤0.01% 997
2025
Q4 		$7.49K Hold
300
– – ﹤0.01% 773
2025
Q3 		$7.91K Hold
300
– – ﹤0.01% 737
2025
Q2 		$8.47K Hold
300
– – ﹤0.01% 730
2025
Q1 		$7.32K Hold
300
– – ﹤0.01% 730
2024
Q4 		$7.58K Sell
300
-200
-40% -$5.57K ﹤0.01% 740
2024
Q3 		$15K Hold
500
– – ﹤0.01% 663
2024
Q2 		$13.4K Hold
500
– – ﹤0.01% 651
2024
Q1 		$11.5K Hold
500
– – ﹤0.01% 644
2023
Q4 		$10.7K Hold
500
– – ﹤0.01% 645
2023
Q3 		$11.1K Hold
500
– – ﹤0.01% 683
2023
Q2 		$11K Hold
500
– – ﹤0.01% 675
2023
Q1 		$9.73K Hold
500
– – ﹤0.01% 689
2022
Q4 		$10.2K Hold
500
– – ﹤0.01% 690
2022
Q3 		$12K Hold
500
– – ﹤0.01% 645
2022
Q2 		$11K Hold
500
– – ﹤0.01% 665
2022
Q1 		$13K Buy
+500
New +$12.9K ﹤0.01% 671

Other funds holding IIF

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
GBI
GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

GHP Investment Advisors's IIF Position: Q2 2026 in Review

GHP Investment Advisors held its Morgan Stanley India Investment Fund (IIF) position steady in Q2 2026 at 100 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

GHP Investment Advisors first reported a position in IIF in Q1 2022 and has held it in 18 quarters since. The position peaked at $15K in Q3 2024. 6 funds tracked by Wall St. Rank hold IIF as of Q2 2026.

  • GHP Investment Advisors held 100 shares of Morgan Stanley India Investment Fund worth $2.28K as of Q2 2026.
  • GHP Investment Advisors left its Morgan Stanley India Investment Fund share count unchanged in Q2 2026.
  • Morgan Stanley India Investment Fund made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #974 holding.
  • GHP Investment Advisors first reported a position in Morgan Stanley India Investment Fund in Q1 2022 and has held it in 18 quarters since.
  • GHP Investment Advisors's Morgan Stanley India Investment Fund position peaked at $15K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.