AAM
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Advisors Asset Management’s Intapp INTA Stock Holding History

Advisors Asset Management’s Portfolio INTA Stock Details INTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.5K Sell
1,654
-27
-2% -$805 ﹤0.01% 1312
2025
Q4 		$77K Sell
1,681
-26
-2% -$1.08K ﹤0.01% 1267
2025
Q3 		$69.8K Buy
1,707
+3
+0.2% +$130 ﹤0.01% 1261
2025
Q2 		$88K Sell
1,704
-284
-14% -$15.5K ﹤0.01% 1220
2025
Q1 		$116K Buy
1,988
+24
+1% +$1.58K ﹤0.01% 1175
2024
Q4 		$126K Buy
1,964
+567
+41% +$32.5K ﹤0.01% 1189
2024
Q3 		$66.8K Buy
1,397
+519
+59% +$20.9K ﹤0.01% 1271
2024
Q2 		$32.2K Buy
878
+54
+7% +$1.84K ﹤0.01% 1332
2024
Q1 		$28.3K Buy
824
+581
+239% +$22.8K ﹤0.01% 1337
2023
Q4 		$9.24K Buy
+243
New +$8.95K ﹤0.01% 1383

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return