Commonwealth Equity Services
INTA icon

Commonwealth Equity Services’s Intapp INTA Stock Holding History

Commonwealth Equity Services’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 		$497K Buy
+19,708
New +$449K ﹤0.01% 3316

Other funds holding INTA

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services's INTA Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Intapp (INTA) in Q2 2026: 19,708 shares worth $497K. The stake represents ﹤0.01% of the portfolio and ranks #3316 among its holdings.

49 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Commonwealth Equity Services held 19,708 shares of Intapp worth $497K as of Q2 2026.
  • Intapp was a new Commonwealth Equity Services position in Q2 2026.
  • Intapp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3316 holding.
  • 49 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.