Diversify Advisory Services’s Intapp INTA Stock Holding History

Diversify Advisory 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
2025 Q2	–	Sell	-15,000	Closed	-$818K	–	847
2025 Q1	$818K	Buy	+15,000	New	+$989K	0.05%	256

Other funds holding INTA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Diversify Advisory Services's INTA Position: Q2 2025 in Review

Diversify Advisory Services sold out of Intapp (INTA) in Q2 2025, closing a stake of 15,000 shares — an estimated $818K sold.

Diversify Advisory Services first reported a position in INTA in Q1 2025 and held it in 1 quarter. The position peaked at $818K in Q1 2025. 282 funds tracked by Wall St. Rank hold INTA as of Q2 2025.

Diversify Advisory Services reported no remaining Intapp position as of Q2 2025 after selling out during the quarter.
Diversify Advisory Services sold 15,000 Intapp shares in Q2 2025, an estimated $818K.
Diversify Advisory Services first reported a position in Intapp in Q1 2025 and held it in 1 quarter.
Diversify Advisory Services's Intapp position peaked at $818K in Q1 2025.
282 funds tracked by Wall St. Rank held Intapp as of Q2 2025.

Based on Diversify Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.