MWM
IIF

Maridea Wealth Management’s Morgan Stanley India Investment Fund IIF Stock Holding History

Maridea Wealth 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 		$231K Buy
11,234
+478
+4% +$11.1K 0.03% 402
2025
Q4 		$269K Buy
10,756
+195
+2% +$5.21K 0.04% 344
2025
Q3 		$290K Buy
10,561
+1,247
+13% +$34K 0.05% 329
2025
Q2 		$263K Buy
9,314
+61
+0.7% +$1.59K 0.07% 234
2025
Q1 		$226K Buy
9,253
+304
+3% +$7.34K 0.07% 208
2024
Q4 		$226K Buy
+8,949
New +$249K 0.07% 212

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

Maridea Wealth Management's IIF Position: Q1 2026 in Review

Maridea Wealth Management increased its Morgan Stanley India Investment Fund (IIF) stake by 4.4% in Q1 2026, buying an estimated $11.1K and bringing the position to 11,234 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #402.

Maridea Wealth Management first reported a position in IIF in Q4 2024 and has held it in 6 quarters since. The position peaked at $290K in Q3 2025. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

  • Maridea Wealth Management held 11,234 shares of Morgan Stanley India Investment Fund worth $231K as of Q1 2026.
  • Maridea Wealth Management bought 478 Morgan Stanley India Investment Fund shares in Q1 2026, an estimated $11.1K.
  • Morgan Stanley India Investment Fund made up 0.03% of Maridea Wealth Management's portfolio in Q1 2026, its #402 holding.
  • Maridea Wealth Management first reported a position in Morgan Stanley India Investment Fund in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's Morgan Stanley India Investment Fund position peaked at $290K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.