LPL Financial
IIF

LPL Financial’s Morgan Stanley India Investment Fund IIF Stock Holding History

LPL Financial’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 		$253K Buy
+12,310
New +$287K ﹤0.01% 5317
2018
Q3 		– Sell
-8,573
Closed -$222K – 3269
2018
Q2 		$222K Sell
8,573
-332
-4% -$9.93K ﹤0.01% 2908
2018
Q1 		$271K Buy
+8,905
New +$288K ﹤0.01% 2711
2017
Q4 		– Sell
-10,077
Closed -$345K – 3042
2017
Q3 		$345K Buy
10,077
+21
+0.2% +$728 ﹤0.01% 2249
2017
Q2 		$326K Sell
10,056
-6,859
-41% -$228K ﹤0.01% 2223
2017
Q1 		$537K Buy
16,915
+1,033
+7% +$29.8K ﹤0.01% 1745
2016
Q4 		$406K Sell
15,882
-2,152
-12% -$58.4K ﹤0.01% 1922
2016
Q3 		$524K Sell
18,034
-99
-0.5% -$2.79K 0.01% 1672
2016
Q2 		$484K Sell
18,133
-15,673
-46% -$405K ﹤0.01% 1703
2016
Q1 		$830K Sell
33,806
-200
-0.6% -$4.68K ﹤0.01% 1809
2015
Q4 		$853K Buy
34,006
+16,003
+89% +$413K ﹤0.01% 1804
2015
Q3 		$496K Sell
18,003
-3,905
-18% -$106K ﹤0.01% 1800
2015
Q2 		$619K Sell
21,908
-25,085
-53% -$679K ﹤0.01% 1731
2015
Q1 		$1.32M Buy
46,993
+17,518
+59% +$496K 0.01% 1161
2014
Q4 		$792K Sell
29,475
-75
-0.3% -$1.94K ﹤0.01% 1477
2014
Q3 		$723K Buy
29,550
+1,365
+5% +$32.8K ﹤0.01% 1511
2014
Q2 		$653K Buy
28,185
+4,674
+20% +$99.6K ﹤0.01% 1608
2014
Q1 		$459K Buy
+23,511
New +$410K ﹤0.01% 1802

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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM

LPL Financial's IIF Position: Q1 2026 in Review

LPL Financial opened a new position in Morgan Stanley India Investment Fund (IIF) in Q1 2026: 12,310 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #5317 among its holdings. This is a return to the name: LPL Financial previously reported a position in IIF as recently as Q2 2018.

LPL Financial first reported a position in IIF in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.32M in Q1 2015. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

  • LPL Financial held 12,310 shares of Morgan Stanley India Investment Fund worth $253K as of Q1 2026.
  • Morgan Stanley India Investment Fund was a new LPL Financial position in Q1 2026.
  • Morgan Stanley India Investment Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5317 holding.
  • LPL Financial first reported a position in Morgan Stanley India Investment Fund in Q1 2014 and has held it in 18 quarters since.
  • LPL Financial's Morgan Stanley India Investment Fund position peaked at $1.32M in Q1 2015.
  • 40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.