Gould Asset Management’s Morgan Stanley India Investment Fund IIF Stock Holding History

Gould Asset Management’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 Q1	$280K	Buy	13,624 +2,770	+26%	+$64.6K	0.05%	154
2025 Q4	$271K	Hold	10,854	–	–	0.05%	145
2025 Q3	$286K	Buy	10,854 +380	+4%	+$10.3K	0.05%	146
2025 Q2	$296K	Sell	10,474 -90	-0.9%	-$2.35K	0.06%	137
2025 Q1	$258K	Hold	10,564	–	–	0.05%	138
2024 Q4	$267K	Sell	10,564 -320	-3%	-$8.9K	0.06%	137
2024 Q3	$327K	Hold	10,884	–	–	0.07%	127
2024 Q2	$291K	Hold	10,884	–	–	0.07%	127
2024 Q1	$250K	Hold	10,884	–	–	0.06%	140
2023 Q4	$234K	Buy	10,884 +250	+2%	+$5.55K	0.06%	139
2023 Q3	$238K	Hold	10,634	–	–	0.07%	124
2023 Q2	$230K	Hold	10,634	–	–	0.06%	129
2023 Q1	$207K	Hold	10,634	–	–	0.06%	140
2022 Q4	$216K	Buy	10,634 +620	+6%	+$14.5K	0.06%	141
2022 Q3	$233K	Hold	10,014	–	–	0.08%	105
2022 Q2	$224K	Hold	10,014	–	–	0.07%	125
2022 Q1	$251K	Hold	10,014	–	–	0.07%	120
2021 Q4	$267K	Sell	10,014 -330	-3%	-$8.93K	0.07%	116
2021 Q3	$285K	Hold	10,344	–	–	0.09%	105
2021 Q2	$255K	Hold	10,344	–	–	0.07%	131
2021 Q1	$241K	Sell	10,344 -705	-6%	-$16.3K	0.07%	130
2020 Q4	$234K	Buy	11,049 +650	+6%	+$12.4K	0.07%	125
2020 Q3	$180K	Hold	10,399	–	–	0.06%	124
2020 Q2	$169K	Sell	10,399 -175	-2%	-$2.48K	0.06%	122
2020 Q1	$135K	Sell	10,574 -285	-3%	-$5.26K	0.05%	112
2019 Q4	$216K	Buy	10,859 +130	+1%	+$2.52K	0.07%	136
2019 Q3	$203K	Hold	10,729	–	–	0.07%	134
2019 Q2	$225K	Buy	10,729 +75	+0.7%	+$1.56K	0.08%	126
2019 Q1	$223K	Buy	10,654 +455	+4%	+$9.02K	0.08%	124
2018 Q4	$204K	Buy	+10,199	New	+$224K	0.08%	119
2018 Q3	–	Sell	-7,854	Closed	-$203K	–	146
2018 Q2	$203K	Sell	7,854 -495	-6%	-$14.8K	0.09%	129
2018 Q1	$254K	Buy	8,349 +585	+8%	+$18.9K	0.11%	112
2017 Q4	$257K	Sell	7,764 -933	-11%	-$33.1K	0.11%	110
2017 Q3	$298K	Sell	8,697 -207	-2%	-$7.17K	0.13%	93
2017 Q2	$288K	Hold	8,904	–	–	0.14%	89
2017 Q1	$281K	Sell	8,904 -155	-2%	-$4.47K	0.14%	89
2016 Q4	$232K	Sell	9,059 -70	-0.8%	-$1.9K	0.12%	94
2016 Q3	$260K	Hold	9,129	–	–	0.14%	85
2016 Q2	$243K	Hold	9,129	–	–	0.13%	80
2016 Q1	$228K	Sell	9,129 -1,555	-15%	-$36.4K	0.12%	82
2015 Q4	$272K	Sell	10,684 -1,285	-11%	-$33.2K	0.15%	76
2015 Q3	$316K	Hold	11,969	–	–	0.18%	70
2015 Q2	$329K	Sell	11,969 -1,325	-10%	-$35.8K	0.17%	72
2015 Q1	$371K	Sell	13,294 -1,385	-9%	-$39.2K	0.18%	65
2014 Q4	$395K	Sell	14,679 -395	-3%	-$10.2K	0.19%	60
2014 Q3	$375K	Sell	15,074 -7,375	-33%	-$177K	0.18%	59
2014 Q2	$520K	Sell	22,449 -1,230	-5%	-$26.2K	0.25%	49
2014 Q1	$462K	Buy	23,679 +3,510	+17%	+$61.2K	0.24%	54
2013 Q4	$353K	Buy	20,169 +2,105	+12%	+$35.3K	0.21%	59
2013 Q3	$272K	Buy	18,064 +985	+6%	+$14.9K	0.17%	62
2013 Q2	$263K	Buy	+17,079	New	+$292K	0.16%	60

Other funds holding IIF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

ACM

Altium Capital Management New York $42M AUM

Gould Asset Management's IIF Position: Q1 2026 in Review

Gould Asset Management increased its Morgan Stanley India Investment Fund (IIF) stake by 26% in Q1 2026, buying an estimated $64.6K and bringing the position to 13,624 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #154.

Gould Asset Management first reported a position in IIF in Q2 2013 and has held it in 51 quarters since. The position peaked at $520K in Q2 2014. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

Gould Asset Management held 13,624 shares of Morgan Stanley India Investment Fund worth $280K as of Q1 2026.
Gould Asset Management bought 2,770 Morgan Stanley India Investment Fund shares in Q1 2026, an estimated $64.6K.
Morgan Stanley India Investment Fund made up 0.05% of Gould Asset Management's portfolio in Q1 2026, its #154 holding.
Gould Asset Management first reported a position in Morgan Stanley India Investment Fund in Q2 2013 and has held it in 51 quarters since.
Gould Asset Management's Morgan Stanley India Investment Fund position peaked at $520K in Q2 2014.
40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.