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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$276K Buy
12,840
+744
+6% +$16.9K 0.03% 481
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% +$1.6K 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

Maridea Wealth Management's IIF Position: Q3 2026 in Review

Maridea Wealth Management increased its Morgan Stanley India Investment Fund (IIF) stake by 6.2% in Q3 2026, buying an estimated $16.9K and bringing the position to 12,840 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #481.

Maridea Wealth Management first reported a position in IIF in Q4 2024 and has held it in 8 quarters since. The position peaked at $290K in Q3 2025. 17 funds tracked by Wall St. Rank hold IIF as of Q3 2026.

  • Maridea Wealth Management held 12,840 shares of Morgan Stanley India Investment Fund worth $276K as of Q3 2026.
  • Maridea Wealth Management bought 744 Morgan Stanley India Investment Fund shares in Q3 2026, an estimated $16.9K.
  • Morgan Stanley India Investment Fund made up 0.03% of Maridea Wealth Management's portfolio in Q3 2026, its #481 holding.
  • Maridea Wealth Management first reported a position in Morgan Stanley India Investment Fund in Q4 2024 and has held it in 8 quarters since.
  • Maridea Wealth Management's Morgan Stanley India Investment Fund position peaked at $290K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.