LAFFER TENGLER INVESTMENTS, INC.

Position in MS — Morgan Stanley

CIK 1307878 Scottsdale, AZ

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$431,458

+$198,263 QoQ

Shares Held

2,064

+45.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,889

of 2,721 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LAFFER TENGLER INVESTMENTS, INC. holds $30,408,464 across 2 Capital Markets names. MS ranks #2 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	29,640	$29,977,006
2	MS	Morgan Stanley This page	2,064	$431,458

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$431,458	2,064	+45.7%	Shares	Sole	2026-07-21
2026-03-31	$233,195	1,417	-24.6%	Shares	Sole	2026-05-13
2025-12-31	$333,756	1,880	-33.0%	Shares	Sole	2026-02-12
2025-06-30	$395,394	2,807	-0.7%	Shares	Sole	2025-08-07
2024-09-30	$294,582	2,826	0.0%	Shares	Sole	2024-11-04
2024-06-30	$274,658	2,826	+83.0%	Shares	Sole	2024-08-14
2024-03-31	$145,383	1,544	+82.7%	Shares	Sole	2024-05-15
2023-12-31	$78,796	845	+13.7%	Shares	Sole	2024-02-08
2023-09-30	$60,680	743	-46.1%	Shares	Sole	2023-11-14
2023-06-30	$117,766	1,379	-2.7%	Shares	Sole	2023-08-14
2023-03-31	$124,412	1,417	-0.1%	Shares	Sole	2023-05-09
2022-12-31	$120,558	1,418	0.0%	Shares	Sole	2023-02-10
2022-09-30	$112,036	1,418	+1.0%	Shares	Sole	2022-11-10
2022-06-30	$106,788	1,404	0.0%	Shares	Sole	2022-08-15
2022-03-31	$122,709	1,404	-0.8%	Shares	Sole	2022-05-13
2021-12-31	$138,896	1,415	0.0%	Shares	Sole	2022-02-11
2021-09-30	$137,693	1,415	+55.3%	Shares	Sole	2021-11-16
2021-06-30	$83,529	911	-82.5%	Shares	Other	2021-08-16
2021-03-31	$404,530	5,209	-82.2%	Shares	Sole	2021-05-17
2020-03-31	$993,514	29,221	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.