Wellington Management Group
INTA icon

Wellington Management Group’s Intapp INTA Stock Holding History

Wellington Management Group’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 		$49.7M Buy
1,934,024
+79,167
+4% +$2.36M 0.01% 729
2025
Q4 		$85M Sell
1,854,857
-36,699
-2% -$1.52M 0.01% 588
2025
Q3 		$77.4M Buy
1,891,556
+1,115,392
+144% +$48.2M 0.01% 615
2025
Q2 		$40.1M Buy
776,164
+145,555
+23% +$7.95M 0.01% 744
2025
Q1 		$36.8M Sell
630,609
-220,530
-26% -$14.5M 0.01% 781
2024
Q4 		$54.5M Sell
851,139
-144,608
-15% -$8.29M 0.01% 682
2024
Q3 		$47.6M Buy
995,747
+10,214
+1% +$412K 0.01% 712
2024
Q2 		$36.1M Buy
985,533
+54,355
+6% +$1.85M 0.01% 788
2024
Q1 		$31.9M Sell
931,178
-13,454
-1% -$529K 0.01% 835
2023
Q4 		$35.9M Sell
944,632
-45,090
-5% -$1.66M 0.01% 800
2023
Q3 		$33.2M Buy
989,722
+371,181
+60% +$13.6M 0.01% 813
2023
Q2 		$25.9M Buy
+618,541
New +$26.7M ﹤0.01% 874
2021
Q3 		– Sell
-7,824
Closed -$219K – 2202
2021
Q2 		$219K Buy
+7,824
New +$219K ﹤0.01% 2078

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