LTI
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Laffer Tengler Investments’s Morgan Stanley MS Stock Holding History

Laffer Tengler Investments’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$431K Buy
2,064
+647
+46% +$128K 0.06% 143
2026
Q1 		$233K Sell
1,417
-463
-25% -$80.2K 0.03% 177
2025
Q4 		$334K Buy
+1,880
New +$314K 0.05% 144
2025
Q3 		– Sell
-2,807
Closed -$395K – 181
2025
Q2 		$395K Buy
+2,807
New +$345K 0.07% 131
2024
Q4 		– Sell
-2,826
Closed -$295K – 163
2024
Q3 		$295K Hold
2,826
– – 0.06% 142
2024
Q2 		$275K Buy
2,826
+1,282
+83% +$122K 0.06% 147
2024
Q1 		$145K Buy
1,544
+699
+83% +$61.6K 0.04% 166
2023
Q4 		$78.8K Buy
845
+102
+14% +$8.16K 0.02% 192
2023
Q3 		$60.7K Sell
743
-636
-46% -$55.2K 0.02% 211
2023
Q2 		$118K Sell
1,379
-38
-3% -$3.25K 0.03% 246
2023
Q1 		$124K Sell
1,417
-1
-0.1% -$93 0.03% 250
2022
Q4 		$121K Hold
1,418
– – 0.03% 238
2022
Q3 		$112K Buy
1,418
+14
+1% +$1.18K 0.04% 206
2022
Q2 		$107K Hold
1,404
– – 0.04% 212
2022
Q1 		$123K Sell
1,404
-11
-0.8% -$1.06K 0.04% 233
2021
Q4 		$139K Hold
1,415
– – 0.04% 231
2021
Q3 		$138K Buy
1,415
+504
+55% +$49.9K 0.04% 248
2021
Q2 		$83.5K Sell
911
-4,298
-83% -$369K 0.03% 210
2021
Q1 		$405K Sell
5,209
-2,216
-30% -$170K 0.15% 109
2020
Q4 		$504K Sell
7,425
-1,400
-16% -$80.3K 0.21% 100
2020
Q3 		$427K Sell
8,825
-4,747
-35% -$239K 0.21% 98
2020
Q2 		$656K Sell
13,572
-15,649
-54% -$657K 0.38% 72
2020
Q1 		$994K Buy
29,221
+826
+3% +$38.9K 0.78% 53
2019
Q4 		$1.45M Buy
28,395
+28,311
+33,704% +$1.34M 0.97% 41
2019
Q3 		$3.58K Buy
+84
New +$3.59K ﹤0.01% 116
2018
Q1 		– Sell
-52,525
Closed -$2.76M – 237
2017
Q4 		$2.76M Hold
52,525
– – 0.69% 39
2017
Q3 		$2.53M Sell
52,525
-3,885
-7% -$180K 0.67% 38
2017
Q2 		$2.51M Hold
56,410
– – 0.64% 39
2017
Q1 		$2.42M Hold
56,410
– – 0.63% 42
2016
Q4 		$2.38M Sell
56,410
-3,340
-6% -$126K 0.64% 35
2016
Q3 		$1.92M Hold
59,750
– – 0.53% 63
2016
Q2 		$1.55M Sell
59,750
-3,260
-5% -$85.3K 0.44% 84
2016
Q1 		$1.58M Buy
+63,010
New +$1.61M 0.43% 109
2015
Q4 		– Hold
0
– – – 60
2015
Q3 		– Sell
-63,010
Closed -$2.29M – 52
2015
Q2 		$2.44M Sell
63,010
-31,836
-34% -$1.21M 0.59% 34
2015
Q1 		$3.39M Buy
+94,846
New +$3.4M 0.47% 45
2014
Q4 		– Sell
-94,846
Closed -$3.37M – 39
2014
Q3 		$3.28M Hold
94,846
– – 0.49% 41
2014
Q2 		$3.07M Sell
94,846
-5,110
-5% -$158K 0.47% 43
2014
Q1 		$3.12M Hold
99,956
– – 0.5% 43
2013
Q4 		$3.13M Buy
+99,956
New +$2.97M 0.52% 38
2013
Q3 		– Hold
0
– – – 48

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Laffer Tengler Investments's MS Position: Q2 2026 in Review

Laffer Tengler Investments increased its Morgan Stanley (MS) stake by 46% in Q2 2026, buying an estimated $128K and bringing the position to 2,064 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #143.

Laffer Tengler Investments first reported a position in MS in Q4 2013 and has held it in 39 quarters since. The position peaked at $3.39M in Q1 2015. 949 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Laffer Tengler Investments held 2,064 shares of Morgan Stanley worth $431K as of Q2 2026.
  • Laffer Tengler Investments bought 647 Morgan Stanley shares in Q2 2026, an estimated $128K.
  • Morgan Stanley made up 0.06% of Laffer Tengler Investments's portfolio in Q2 2026, its #143 holding.
  • Laffer Tengler Investments first reported a position in Morgan Stanley in Q4 2013 and has held it in 39 quarters since.
  • Laffer Tengler Investments's Morgan Stanley position peaked at $3.39M in Q1 2015.
  • 949 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.