Envestnet Asset Management
INTA icon

Envestnet Asset Management’s Intapp INTA Stock Holding History

Envestnet Asset Management’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 		$9.93M Buy
386,521
+24,938
+7% +$743K ﹤0.01% 1829
2025
Q4 		$16.6M Buy
361,583
+45,153
+14% +$1.87M ﹤0.01% 1335
2025
Q3 		$12.9M Buy
316,430
+92,795
+41% +$4.01M ﹤0.01% 1594
2025
Q2 		$11.5M Buy
223,635
+178,117
+391% +$9.73M ﹤0.01% 1640
2025
Q1 		$2.66M Sell
45,518
-1,098
-2% -$72.4K ﹤0.01% 2540
2024
Q4 		$2.99M Buy
46,616
+15,079
+48% +$865K ﹤0.01% 2444
2024
Q3 		$1.51M Buy
31,537
+103
+0.3% +$4.15K ﹤0.01% 2857
2024
Q2 		$1.15M Sell
31,434
-21,306
-40% -$724K ﹤0.01% 2936
2024
Q1 		$1.81M Buy
52,740
+15,133
+40% +$595K ﹤0.01% 2632
2023
Q4 		$1.43M Buy
37,607
+21,989
+141% +$810K ﹤0.01% 2671
2023
Q3 		$524K Buy
+15,618
New +$570K ﹤0.01% 3223

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VPM
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VCM
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PIMC
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Geode Capital Management
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