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Integrated Wealth Concepts’s Intapp INTA Stock Holding History

Integrated Wealth Concepts’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 		$55.3K Buy
+2,194
New +$50K ﹤0.01% 3285

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

Integrated Wealth Concepts's INTA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Intapp (INTA) in Q2 2026: 2,194 shares worth $55.3K. The stake represents ﹤0.01% of the portfolio and ranks #3285 among its holdings.

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

  • Integrated Wealth Concepts held 2,194 shares of Intapp worth $55.3K as of Q2 2026.
  • Intapp was a new Integrated Wealth Concepts position in Q2 2026.
  • Intapp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3285 holding.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.