Concord Wealth Partners’s Intapp INTA Stock Holding History

Concord Wealth Partners’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	-22	Closed	-$1.01K	–	485
2025 Q4	$1.01K	Hold	22	–	–	﹤0.01%	728
2025 Q3	$900	Hold	22	–	–	﹤0.01%	745
2025 Q2	$1.14K	Hold	22	–	–	﹤0.01%	751
2025 Q1	$1.28K	Hold	22	–	–	﹤0.01%	715
2024 Q4	$1.41K	Hold	22	–	–	﹤0.01%	752
2024 Q3	$1.05K	Buy	+22	New	+$887	﹤0.01%	830

Other funds holding INTA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's INTA Position: Q1 2026 in Review

Concord Wealth Partners sold out of Intapp (INTA) in Q1 2026, closing a stake of 22 shares — an estimated $1.01K sold.

Concord Wealth Partners first reported a position in INTA in Q3 2024 and held it in 6 quarters. The position peaked at $1.41K in Q4 2024. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

Concord Wealth Partners reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 22 Intapp shares in Q1 2026, an estimated $1.01K.
Concord Wealth Partners first reported a position in Intapp in Q3 2024 and held it in 6 quarters.
Concord Wealth Partners's Intapp position peaked at $1.41K in Q4 2024.
242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.