Spire Wealth Management’s Intapp INTA Stock Holding History

Spire Wealth 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
2025 Q3	–	Sell	-18	Closed	-$929	–	2419
2025 Q2	$929	Buy	+18	New	+$983	﹤0.01%	2292

Other funds holding INTA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Spire Wealth Management's INTA Position: Q3 2025 in Review

Spire Wealth Management sold out of Intapp (INTA) in Q3 2025, closing a stake of 18 shares — an estimated $929 sold.

Spire Wealth Management first reported a position in INTA in Q2 2025 and held it in 1 quarter. The position peaked at $929 in Q2 2025. 261 funds tracked by Wall St. Rank hold INTA as of Q3 2025.

Spire Wealth Management reported no remaining Intapp position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 18 Intapp shares in Q3 2025, an estimated $929.
Spire Wealth Management first reported a position in Intapp in Q2 2025 and held it in 1 quarter.
Spire Wealth Management's Intapp position peaked at $929 in Q2 2025.
261 funds tracked by Wall St. Rank held Intapp as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.