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Blue Trust Inc’s Intapp INTA Stock Holding History

Blue Trust 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
Q1 		– Sell
-568
Closed -$26K – 2597
2025
Q4 		$26K Sell
568
-853
-60% -$35.4K ﹤0.01% 1598
2025
Q3 		$58.1K Buy
1,421
+310
+28% +$13.4K ﹤0.01% 1336
2025
Q2 		$57.4K Buy
1,111
+127
+13% +$6.94K ﹤0.01% 1339
2025
Q1 		$57.4K Buy
984
+87
+10% +$5.74K ﹤0.01% 1269
2024
Q4 		$57.5K Sell
897
-1,242
-58% -$71.2K ﹤0.01% 1221
2024
Q3 		$78.4K Buy
2,139
+1,273
+147% +$51.3K ﹤0.01% 1351
2024
Q2 		$29.7K Buy
+866
New +$29.4K ﹤0.01% 1498

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blue Trust Inc's INTA Position: Q1 2026 in Review

Blue Trust Inc sold out of Intapp (INTA) in Q1 2026, closing a stake of 568 shares — an estimated $26K sold.

Blue Trust Inc first reported a position in INTA in Q2 2024 and held it in 7 quarters. The position peaked at $78.4K in Q3 2024. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Blue Trust Inc reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 568 Intapp shares in Q1 2026, an estimated $26K.
  • Blue Trust Inc first reported a position in Intapp in Q2 2024 and held it in 7 quarters.
  • Blue Trust Inc's Intapp position peaked at $78.4K in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.