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Johnson Financial Group Inc (Wisconsin)’s Intapp INTA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q2 		– Sell
-576
Closed -$33.6K – 806
2025
Q1 		$33.6K Sell
576
-250
-30% -$16.5K ﹤0.01% 676
2024
Q4 		$58.9K Buy
826
+605
+274% +$34.7K ﹤0.01% 462
2024
Q3 		$10.6K Buy
+221
New +$8.91K ﹤0.01% 669

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Jennison Associates
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LCG
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Johnson Financial Group Inc (Wisconsin)'s INTA Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Intapp (INTA) in Q2 2025, closing a stake of 576 shares — an estimated $33.6K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in INTA in Q3 2024 and held it in 3 quarters. The position peaked at $58.9K in Q4 2024. 282 funds tracked by Wall St. Rank hold INTA as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Intapp position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 576 Intapp shares in Q2 2025, an estimated $33.6K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Intapp in Q3 2024 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Intapp position peaked at $58.9K in Q4 2024.
  • 282 funds tracked by Wall St. Rank held Intapp as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.