HFS
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Hughes Financial Services’s Intapp INTA Stock Holding History

Hughes Financial 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 		$252 Sell
10
-39
-80% -$889 ﹤0.01% 1224
2026
Q1 		$1.26K Buy
49
+44
+880% +$1.31K ﹤0.01% 706
2025
Q4 		$229 Buy
+5
New +$207 ﹤0.01% 982

Other funds holding INTA

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
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
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return
MCC
Malaga Cove Capital Pv Estates, California $314M AUM 34.65% 1-Year Est. Return

Hughes Financial Services's INTA Position: Q2 2026 in Review

Hughes Financial Services reduced its Intapp (INTA) stake by 80% in Q2 2026, selling an estimated $889 and leaving 10 shares worth $252. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Hughes Financial Services first reported a position in INTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26K in Q1 2026. 35 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Hughes Financial Services held 10 shares of Intapp worth $252 as of Q2 2026.
  • Hughes Financial Services sold 39 Intapp shares in Q2 2026, an estimated $889.
  • Intapp made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1224 holding.
  • Hughes Financial Services first reported a position in Intapp in Q4 2025 and has held it in 3 quarters since.
  • Hughes Financial Services's Intapp position peaked at $1.26K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.