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Venturi Wealth Management’s Intapp INTA Stock Holding History

Venturi 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
2026
Q1 		– Sell
-4,761
Closed -$218K – 636
2025
Q4 		$218K Buy
+4,761
New +$197K 0.01% 537
2025
Q3 		– Sell
-4,761
Closed -$246K – 583
2025
Q2 		$246K Hold
4,761
– – 0.01% 468
2025
Q1 		$278K Hold
4,761
– – 0.01% 462
2024
Q4 		$305K Buy
+4,761
New +$273K 0.02% 449
2023
Q2 		– Sell
-44
Closed -$1.97K – 1194
2023
Q1 		$1.97K Buy
+44
New +$1.55K ﹤0.01% 1016

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Venturi Wealth Management's INTA Position: Q1 2026 in Review

Venturi Wealth Management sold out of Intapp (INTA) in Q1 2026, closing a stake of 4,761 shares — an estimated $218K sold.

Venturi Wealth Management first reported a position in INTA in Q1 2023 and held it in 5 quarters. The position peaked at $305K in Q4 2024. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Venturi Wealth Management reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 4,761 Intapp shares in Q1 2026, an estimated $218K.
  • Venturi Wealth Management first reported a position in Intapp in Q1 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Intapp position peaked at $305K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.