DWM
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Drive Wealth Management’s Intapp INTA Stock Holding History

Drive 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 		$536K Buy
+21,256
New +$484K 0.1% 179

Other funds holding INTA

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Drive Wealth Management's INTA Position: Q2 2026 in Review

Drive Wealth Management opened a new position in Intapp (INTA) in Q2 2026: 21,256 shares worth $536K. The stake represents 0.1% of the portfolio and ranks #179 among its holdings.

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

  • Drive Wealth Management held 21,256 shares of Intapp worth $536K as of Q2 2026.
  • Intapp was a new Drive Wealth Management position in Q2 2026.
  • Intapp made up 0.1% of Drive Wealth Management's portfolio in Q2 2026, its #179 holding.
  • 25 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.