EWA
INTA icon

EverSource Wealth Advisors’s Intapp INTA Stock Holding History

EverSource Wealth Advisors’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 		$14.3K Buy
556
+50
+10% +$1.49K ﹤0.01% 2719
2025
Q4 		$23.2K Buy
506
+321
+174% +$13.3K ﹤0.01% 2285
2025
Q3 		$7.57K Sell
185
-72
-28% -$3.11K ﹤0.01% 2967
2025
Q2 		$13.3K Sell
257
-20
-7% -$1.09K ﹤0.01% 2609
2025
Q1 		$16.2K Sell
277
-12
-4% -$791 ﹤0.01% 1816
2024
Q4 		$18.5K Buy
289
+184
+175% +$10.6K ﹤0.01% 1666
2024
Q3 		$5.02K Buy
105
+104
+10,400% +$4.19K ﹤0.01% 2218
2024
Q2 		$36 Hold
1
– – ﹤0.01% 3038
2024
Q1 		$31 Buy
+1
New +$39 ﹤0.01% 2875

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return