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Blue Bell Private Wealth Management’s Intapp INTA Stock Holding History

Blue Bell Private 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
Q2 		– Sell
-6
Closed -$154 – 739
2026
Q1 		$154 Hold
6
– – ﹤0.01% 714
2025
Q4 		$275 Hold
6
– – ﹤0.01% 710
2025
Q3 		$245 Sell
6
-47
-89% -$2.03K ﹤0.01% 722
2025
Q2 		$2.74K Hold
53
– – ﹤0.01% 616
2025
Q1 		$3.09K Buy
+53
New +$3.49K ﹤0.01% 608

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

Blue Bell Private Wealth Management's INTA Position: Q2 2026 in Review

Blue Bell Private Wealth Management sold out of Intapp (INTA) in Q2 2026, closing a stake of 6 shares — an estimated $154 sold.

Blue Bell Private Wealth Management first reported a position in INTA in Q1 2025 and held it in 5 quarters. The position peaked at $3.09K in Q1 2025. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Blue Bell Private Wealth Management reported no remaining Intapp position as of Q2 2026 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 6 Intapp shares in Q2 2026, an estimated $154.
  • Blue Bell Private Wealth Management first reported a position in Intapp in Q1 2025 and held it in 5 quarters.
  • Blue Bell Private Wealth Management's Intapp position peaked at $3.09K in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.