Morgan Stanley
IIF

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

Morgan Stanley’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 		$2.01M Sell
97,735
-83,506
-46% -$1.95M ﹤0.01% 4766
2025
Q4 		$4.53M Buy
181,241
+10,018
+6% +$268K ﹤0.01% 4250
2025
Q3 		$4.51M Buy
171,223
+5,593
+3% +$152K ﹤0.01% 4242
2025
Q2 		$4.68M Buy
165,630
+44,066
+36% +$1.15M ﹤0.01% 4111
2025
Q1 		$2.96M Buy
121,564
+9,767
+9% +$236K ﹤0.01% 4331
2024
Q4 		$2.83M Buy
111,797
+2,304
+2% +$64.1K ﹤0.01% 4446
2024
Q3 		$3.29M Buy
109,493
+8,061
+8% +$223K ﹤0.01% 4290
2024
Q2 		$2.71M Buy
101,432
+7,897
+8% +$190K ﹤0.01% 4356
2024
Q1 		$2.15M Sell
93,535
-71,803
-43% -$1.62M ﹤0.01% 4532
2023
Q4 		$3.55M Buy
165,338
+87,573
+113% +$1.94M ﹤0.01% 4596
2023
Q3 		$1.74M Buy
77,765
+743
+1% +$16.5K ﹤0.01% 4476
2023
Q2 		$1.67M Buy
77,022
+3,728
+5% +$75.6K ﹤0.01% 4536
2023
Q1 		$1.43M Buy
73,294
+16,237
+28% +$326K ﹤0.01% 4653
2022
Q4 		$1.16M Buy
57,057
+27,615
+94% +$646K ﹤0.01% 4786
2022
Q3 		$685K Buy
29,442
+7,658
+35% +$186K ﹤0.01% 5104
2022
Q2 		$487K Buy
21,784
+3,461
+19% +$81.1K ﹤0.01% 5439
2022
Q1 		$460K Sell
18,323
-28
-0.2% -$721 ﹤0.01% 5455
2021
Q4 		$490K Buy
18,351
+2,787
+18% +$75.4K ﹤0.01% 5557
2021
Q3 		$429K Buy
15,564
+2,959
+23% +$77.9K ﹤0.01% 5587
2021
Q2 		$311K Buy
12,605
+5,038
+67% +$120K ﹤0.01% 5785
2021
Q1 		$176K Sell
7,567
-489
-6% -$11.3K ﹤0.01% 5728
2020
Q4 		$171K Sell
8,056
-2,456
-23% -$46.8K ﹤0.01% 5667
2020
Q3 		$182K Sell
10,512
-2,945
-22% -$50.4K ﹤0.01% 5164
2020
Q2 		$219K Sell
13,457
-2,489
-16% -$35.3K ﹤0.01% 5035
2020
Q1 		$204K Buy
15,946
+3,422
+27% +$63.2K ﹤0.01% 4858
2019
Q4 		$249K Sell
12,524
-147
-1% -$2.85K ﹤0.01% 5324
2019
Q3 		$240K Sell
12,671
-7,020
-36% -$133K ﹤0.01% 5044
2019
Q2 		$413K Buy
19,691
+1,172
+6% +$24.3K ﹤0.01% 4703
2019
Q1 		$387K Buy
18,519
+10,017
+118% +$199K ﹤0.01% 4711
2018
Q4 		$170K Sell
8,502
-1,751
-17% -$38.4K ﹤0.01% 5348
2018
Q3 		$240K Sell
10,253
-1,676
-14% -$44K ﹤0.01% 5363
2018
Q2 		$309K Buy
11,929
+486
+4% +$14.5K ﹤0.01% 5362
2018
Q1 		$348K Sell
11,443
-5,778
-34% -$187K ﹤0.01% 5198
2017
Q4 		$571K Buy
17,221
+1,384
+9% +$49.2K ﹤0.01% 4897
2017
Q3 		$542K Sell
15,837
-27,095
-63% -$939K ﹤0.01% 4831
2017
Q2 		$1.39M Sell
42,932
-18,334
-30% -$608K ﹤0.01% 4113
2017
Q1 		$1.93M Buy
61,266
+20,205
+49% +$582K ﹤0.01% 3844
2016
Q4 		$1.05M Buy
41,061
+33,918
+475% +$920K ﹤0.01% 4424
2016
Q3 		$203K Sell
7,143
-825
-10% -$23.3K ﹤0.01% 5016
2016
Q2 		$213K Sell
7,968
-1,454
-15% -$37.6K ﹤0.01% 4906
2016
Q1 		$236K Buy
9,422
+2,943
+45% +$68.9K ﹤0.01% 4884
2015
Q4 		$165K Sell
6,479
-5,338
-45% -$138K ﹤0.01% 5178
2015
Q3 		$312K Buy
11,817
+4,696
+66% +$128K ﹤0.01% 4867
2015
Q2 		$196K Sell
7,121
-882
-11% -$23.9K ﹤0.01% 5248
2015
Q1 		$223K Buy
8,003
+1,810
+29% +$51.3K ﹤0.01% 5147
2014
Q4 		$166K Sell
6,193
-3,397
-35% -$87.8K ﹤0.01% 5326
2014
Q3 		$239K Sell
9,590
-1,727
-15% -$41.5K ﹤0.01% 5047
2014
Q2 		$262K Buy
11,317
+3,376
+43% +$72K ﹤0.01% 5022
2014
Q1 		$155K Sell
7,941
-4,512
-36% -$78.6K ﹤0.01% 5236
2013
Q4 		$218K Buy
+12,453
New +$209K ﹤0.01% 4986
2013
Q3 		– Sell
-13,788
Closed -$212K – 5354
2013
Q2 		$212K Buy
+13,788
New +$236K ﹤0.01% 4815

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley's IIF Position: Q1 2026 in Review

Morgan Stanley reduced its Morgan Stanley India Investment Fund (IIF) stake by 46% in Q1 2026, selling an estimated $1.95M and leaving 97,735 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #4766.

Morgan Stanley first reported a position in IIF in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.68M in Q2 2025. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

  • Morgan Stanley held 97,735 shares of Morgan Stanley India Investment Fund worth $2.01M as of Q1 2026.
  • Morgan Stanley sold 83,506 Morgan Stanley India Investment Fund shares in Q1 2026, an estimated $1.95M.
  • Morgan Stanley India Investment Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4766 holding.
  • Morgan Stanley first reported a position in Morgan Stanley India Investment Fund in Q2 2013 and has held it in 51 quarters since.
  • Morgan Stanley's Morgan Stanley India Investment Fund position peaked at $4.68M in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.