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EverSource Wealth Advisors’s Intapp INTA Stock Holding History

EverSource Wealth 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 		$20.5K Buy
815
+259
+47% +$5.9K ﹤0.01% 2409
2026
Q1 		$14.3K Buy
556
+50
+10% +$1.49K ﹤0.01% 2719
2025
Q4 		$23.2K Buy
506
+321
+174% +$13.3K ﹤0.01% 2285
2025
Q3 		$7.57K Sell
185
-72
-28% -$3.11K ﹤0.01% 2967
2025
Q2 		$13.3K Sell
257
-20
-7% -$1.09K ﹤0.01% 2609
2025
Q1 		$16.2K Sell
277
-12
-4% -$791 ﹤0.01% 1816
2024
Q4 		$18.5K Buy
289
+184
+175% +$10.6K ﹤0.01% 1666
2024
Q3 		$5.02K Buy
105
+104
+10,400% +$4.19K ﹤0.01% 2218
2024
Q2 		$36 Hold
1
– – ﹤0.01% 3038
2024
Q1 		$31 Buy
+1
New +$39 ﹤0.01% 2875

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

EverSource Wealth Advisors's INTA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Intapp (INTA) stake by 47% in Q2 2026, buying an estimated $5.9K and bringing the position to 815 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

EverSource Wealth Advisors first reported a position in INTA in Q1 2024 and has held it in 10 quarters since. The position peaked at $23.2K in Q4 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • EverSource Wealth Advisors held 815 shares of Intapp worth $20.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 259 Intapp shares in Q2 2026, an estimated $5.9K.
  • Intapp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2409 holding.
  • EverSource Wealth Advisors first reported a position in Intapp in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Intapp position peaked at $23.2K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.