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Advisors Asset Management’s Intapp INTA Stock Holding History

Advisors Asset 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
Q2 		$39.3K Sell
1,559
-95
-6% -$2.17K ﹤0.01% 1317
2026
Q1 		$42.5K Sell
1,654
-27
-2% -$805 ﹤0.01% 1312
2025
Q4 		$77K Sell
1,681
-26
-2% -$1.08K ﹤0.01% 1267
2025
Q3 		$69.8K Buy
1,707
+3
+0.2% +$130 ﹤0.01% 1261
2025
Q2 		$88K Sell
1,704
-284
-14% -$15.5K ﹤0.01% 1220
2025
Q1 		$116K Buy
1,988
+24
+1% +$1.58K ﹤0.01% 1173
2024
Q4 		$126K Buy
1,964
+567
+41% +$32.5K ﹤0.01% 1189
2024
Q3 		$66.8K Buy
1,397
+519
+59% +$20.9K ﹤0.01% 1271
2024
Q2 		$32.2K Buy
878
+54
+7% +$1.84K ﹤0.01% 1332
2024
Q1 		$28.3K Buy
824
+581
+239% +$22.8K ﹤0.01% 1337
2023
Q4 		$9.24K Buy
+243
New +$8.95K ﹤0.01% 1384

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisors Asset Management's INTA Position: Q2 2026 in Review

Advisors Asset Management reduced its Intapp (INTA) stake by 5.7% in Q2 2026, selling an estimated $2.17K and leaving 1,559 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Advisors Asset Management first reported a position in INTA in Q4 2023 and has held it in 11 quarters since. The position peaked at $126K in Q4 2024. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Advisors Asset Management held 1,559 shares of Intapp worth $39.3K as of Q2 2026.
  • Advisors Asset Management sold 95 Intapp shares in Q2 2026, an estimated $2.17K.
  • Intapp made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1317 holding.
  • Advisors Asset Management first reported a position in Intapp in Q4 2023 and has held it in 11 quarters since.
  • Advisors Asset Management's Intapp position peaked at $126K in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.