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Clearstead Advisors’s Intapp INTA Stock Holding History

Clearstead Advisors’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 		$656 Buy
+26
New +$592 ﹤0.01% 2839
2026
Q1 		– Sell
-9
Closed -$413 – 2546
2025
Q4 		$413 Buy
9
+8
+800% +$332 ﹤0.01% 2330
2025
Q3 		$41 Sell
1
-462
-100% -$20K ﹤0.01% 2988
2025
Q2 		$23.9K Buy
+463
New +$25.3K ﹤0.01% 1551

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

Clearstead Advisors's INTA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Intapp (INTA) in Q2 2026: 26 shares worth $656. The stake represents ﹤0.01% of the portfolio and ranks #2839 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in INTA as recently as Q4 2025.

Clearstead Advisors first reported a position in INTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $23.9K in Q2 2025. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Clearstead Advisors held 26 shares of Intapp worth $656 as of Q2 2026.
  • Intapp was a new Clearstead Advisors position in Q2 2026.
  • Intapp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2839 holding.
  • Clearstead Advisors first reported a position in Intapp in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Intapp position peaked at $23.9K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.