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 Q2	$276K	Buy	12,096 +862	+8%	+$18.9K	0.03%	446
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 $1.66B AUM 59.71% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

ACM

Altium Capital Management New York $47.5M AUM 115.72% 1-Year Est. Return

Maridea Wealth Management's IIF Position: Q2 2026 in Review

Maridea Wealth Management increased its Morgan Stanley India Investment Fund (IIF) stake by 7.7% in Q2 2026, buying an estimated $18.9K and bringing the position to 12,096 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #446.

Maridea Wealth Management first reported a position in IIF in Q4 2024 and has held it in 7 quarters since. The position peaked at $290K in Q3 2025. 47 funds tracked by Wall St. Rank hold IIF as of Q2 2026.

Maridea Wealth Management held 12,096 shares of Morgan Stanley India Investment Fund worth $276K as of Q2 2026.
Maridea Wealth Management bought 862 Morgan Stanley India Investment Fund shares in Q2 2026, an estimated $18.9K.
Morgan Stanley India Investment Fund made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #446 holding.
Maridea Wealth Management first reported a position in Morgan Stanley India Investment Fund in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's Morgan Stanley India Investment Fund position peaked at $290K in Q3 2025.
47 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.