Kestra Advisory Services’s Intapp INTA Stock Holding History

Kestra 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
2026 Q1	–	Sell	-8,314	Closed	-$381K	–	3738
2025 Q4	$381K	Buy	8,314 +2,878	+53%	+$119K	﹤0.01%	2347
2025 Q3	$222K	Buy	+5,436	New	+$235K	﹤0.01%	2667

Other funds holding INTA

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Advisory Services's INTA Position: Q1 2026 in Review

Kestra Advisory Services sold out of Intapp (INTA) in Q1 2026, closing a stake of 8,314 shares — an estimated $381K sold.

Kestra Advisory Services first reported a position in INTA in Q3 2025 and held it in 2 quarters. The position peaked at $381K in Q4 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

Kestra Advisory Services reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 8,314 Intapp shares in Q1 2026, an estimated $381K.
Kestra Advisory Services first reported a position in Intapp in Q3 2025 and held it in 2 quarters.
Kestra Advisory Services's Intapp position peaked at $381K in Q4 2025.
242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.