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Avion Wealth’s Intapp INTA Stock Holding History

Avion Wealth’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 		$2K Sell
113
-15
-12% -$342 ﹤0.01% 1070
2026
Q1 		$3K Buy
128
+116
+967% +$3.46K ﹤0.01% 782
2025
Q4 		$0 Buy
+12
New +$498 ﹤0.01% 1408

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

Avion Wealth's INTA Position: Q2 2026 in Review

Avion Wealth reduced its Intapp (INTA) stake by 12% in Q2 2026, selling an estimated $342 and leaving 113 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Avion Wealth first reported a position in INTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3K in Q1 2026. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Avion Wealth held 113 shares of Intapp worth $2K as of Q2 2026.
  • Avion Wealth sold 15 Intapp shares in Q2 2026, an estimated $342.
  • Intapp made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1070 holding.
  • Avion Wealth first reported a position in Intapp in Q4 2025 and has held it in 3 quarters since.
  • Avion Wealth's Intapp position peaked at $3K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.