BWL
INTA icon

Bogart Wealth LLC’s Intapp INTA Stock Holding History

Bogart Wealth LLC’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 		$580 Buy
+23
New +$524 ﹤0.01% 1745
2026
Q1 		– Sell
-26
Closed -$1.19K – 1874
2025
Q4 		$1.19K Hold
26
– – ﹤0.01% 1281
2025
Q3 		$1.06K Hold
26
– – ﹤0.01% 1270
2025
Q2 		$1.34K Hold
26
– – ﹤0.01% 1175
2025
Q1 		$1.52K Sell
26
-33
-56% -$2.17K ﹤0.01% 1114
2024
Q4 		$3.78K Buy
+59
New +$3.38K ﹤0.01% 951

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

Bogart Wealth LLC's INTA Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Intapp (INTA) in Q2 2026: 23 shares worth $580. The stake represents ﹤0.01% of the portfolio and ranks #1745 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in INTA as recently as Q4 2025.

Bogart Wealth LLC first reported a position in INTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.78K in Q4 2024. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Bogart Wealth LLC held 23 shares of Intapp worth $580 as of Q2 2026.
  • Intapp was a new Bogart Wealth LLC position in Q2 2026.
  • Intapp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1745 holding.
  • Bogart Wealth LLC first reported a position in Intapp in Q4 2024 and has held it in 6 quarters since.
  • Bogart Wealth LLC's Intapp position peaked at $3.78K in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.