Morgan Stanley
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Morgan Stanley’s Intellinetics INLX Stock Holding History

Morgan Stanley’s Portfolio INLX Stock Details INLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,000
Closed -$16K – 8395
2025
Q4 		$16K Hold
2,000
– – ﹤0.01% 6763
2025
Q3 		$22.6K Hold
2,000
– – ﹤0.01% 6653
2025
Q2 		$25K Hold
2,000
– – ﹤0.01% 6582
2025
Q1 		$24.8K Hold
2,000
– – ﹤0.01% 6490
2024
Q4 		$27.5K Hold
2,000
– – ﹤0.01% 6472
2024
Q3 		$22.4K Hold
2,000
– – ﹤0.01% 6474
2024
Q2 		$12.8K Hold
2,000
– – ﹤0.01% 6594
2024
Q1 		$17.7K Buy
+2,000
New +$14.2K ﹤0.01% 6525

Other funds holding INLX

BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's INLX Position: Q1 2026 in Review

Morgan Stanley sold out of Intellinetics (INLX) in Q1 2026, closing a stake of 2,000 shares — an estimated $16K sold.

Morgan Stanley first reported a position in INLX in Q1 2024 and held it in 8 quarters. The position peaked at $27.5K in Q4 2024. 9 funds tracked by Wall St. Rank hold INLX as of Q1 2026.

  • Morgan Stanley reported no remaining Intellinetics position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 2,000 Intellinetics shares in Q1 2026, an estimated $16K.
  • Morgan Stanley first reported a position in Intellinetics in Q1 2024 and held it in 8 quarters.
  • Morgan Stanley's Intellinetics position peaked at $27.5K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Intellinetics as of Q1 2026.

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