Carson Wealth (CWM LLC)’s Intapp INTA Stock Holding History

Carson Wealth (CWM 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 Q1	$624K	Buy	24,275 +8,341	+52%	+$249K	﹤0.01%	1852
2025 Q4	$730K	Buy	15,934 +14,330	+893%	+$594K	﹤0.01%	1682
2025 Q3	$66K	Buy	1,604 +702	+78%	+$30.3K	﹤0.01%	3303
2025 Q2	$47K	Sell	902 -101	-10%	-$5.52K	﹤0.01%	3328
2025 Q1	$59K	Buy	1,003 +213	+27%	+$14K	﹤0.01%	2837
2024 Q4	$51K	Buy	790 +55	+7%	+$3.15K	﹤0.01%	2785
2024 Q3	$35K	Sell	735 -12	-2%	-$484	﹤0.01%	2969
2024 Q2	$27K	Buy	747 +118	+19%	+$4.01K	﹤0.01%	2916
2024 Q1	$22K	Sell	629 -13	-2%	-$511	﹤0.01%	2827
2023 Q4	$24K	Buy	642 +15	+2%	+$552	﹤0.01%	2659
2023 Q3	$21K	Hold	627	–	–	﹤0.01%	2655
2023 Q2	$26K	Hold	627	–	–	﹤0.01%	2454
2023 Q1	$28K	Hold	627	–	–	﹤0.01%	2268
2022 Q4	$16K	Sell	627 -2	-0.3%	-$44	﹤0.01%	2511
2022 Q3	$12K	Sell	629 -24	-4%	-$377	﹤0.01%	2570
2022 Q2	$10K	Buy	+653	New	+$13.7K	﹤0.01%	2585

Other funds holding INTA

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INTA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Intapp (INTA) stake by 52% in Q1 2026, buying an estimated $249K and bringing the position to 24,275 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Carson Wealth (CWM LLC) first reported a position in INTA in Q2 2022 and has held it in 16 quarters since. The position peaked at $730K in Q4 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

Carson Wealth (CWM LLC) held 24,275 shares of Intapp worth $624K as of Q1 2026.
Carson Wealth (CWM LLC) bought 8,341 Intapp shares in Q1 2026, an estimated $249K.
Intapp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1852 holding.
Carson Wealth (CWM LLC) first reported a position in Intapp in Q2 2022 and has held it in 16 quarters since.
Carson Wealth (CWM LLC)'s Intapp position peaked at $730K in Q4 2025.
242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.