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Kohmann Bosshard Financial Services’s Intapp INTA Stock Holding History

Kohmann Bosshard Financial Services’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
-35
Closed -$1.6K – 398
2025
Q4 		$1.6K Buy
+35
New +$1.45K ﹤0.01% 978

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kohmann Bosshard Financial Services's INTA Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Intapp (INTA) in Q1 2026, closing a stake of 35 shares — an estimated $1.6K sold.

Kohmann Bosshard Financial Services first reported a position in INTA in Q4 2025 and held it in 1 quarter. The position peaked at $1.6K in Q4 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 35 Intapp shares in Q1 2026, an estimated $1.6K.
  • Kohmann Bosshard Financial Services first reported a position in Intapp in Q4 2025 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Intapp position peaked at $1.6K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.