AssetMark Inc
INTA icon

AssetMark Inc’s Intapp INTA Stock Holding History

AssetMark Inc’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
Q2 		$35.3K Hold
1,400
– – ﹤0.01% 1969
2026
Q1 		$36K Sell
1,400
-15
-1% -$447 ﹤0.01% 1856
2025
Q4 		$64.8K Sell
1,415
-350
-20% -$14.5K ﹤0.01% 1624
2025
Q3 		$72.2K Buy
1,765
+440
+33% +$19K ﹤0.01% 1519
2025
Q2 		$68.4K Sell
1,325
-2
-0.2% -$109 ﹤0.01% 1458
2025
Q1 		$77.5K Sell
1,327
-325
-20% -$21.4K ﹤0.01% 1339
2024
Q4 		$106K Buy
1,652
+2
+0.1% +$115 ﹤0.01% 1240
2024
Q3 		$78.9K Hold
1,650
– – ﹤0.01% 1194
2024
Q2 		$60.5K Buy
1,650
+340
+26% +$11.6K ﹤0.01% 1193
2024
Q1 		$44.9K Hold
1,310
– – ﹤0.01% 1180
2023
Q4 		$49.8K Buy
1,310
+815
+165% +$30K ﹤0.01% 1165
2023
Q3 		$16.6K Buy
+495
New +$18.1K ﹤0.01% 1263

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AssetMark Inc's INTA Position: Q2 2026 in Review

AssetMark Inc held its Intapp (INTA) position steady in Q2 2026 at 1,400 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

AssetMark Inc first reported a position in INTA in Q3 2023 and has held it in 12 quarters since. The position peaked at $106K in Q4 2024. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • AssetMark Inc held 1,400 shares of Intapp worth $35.3K as of Q2 2026.
  • AssetMark Inc left its Intapp share count unchanged in Q2 2026.
  • Intapp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1969 holding.
  • AssetMark Inc first reported a position in Intapp in Q3 2023 and has held it in 12 quarters since.
  • AssetMark Inc's Intapp position peaked at $106K in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.