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Kestra Private Wealth Services’s Intapp INTA Stock Holding History

Kestra Private Wealth 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
2025
Q3 		– Sell
-6,430
Closed -$332K – 1716
2025
Q2 		$332K Buy
6,430
+2,053
+47% +$112K ﹤0.01% 1229
2025
Q1 		$256K Buy
+4,377
New +$289K ﹤0.01% 1275

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Kestra Private Wealth Services's INTA Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Intapp (INTA) in Q3 2025, closing a stake of 6,430 shares — an estimated $332K sold.

Kestra Private Wealth Services first reported a position in INTA in Q1 2025 and held it in 2 quarters. The position peaked at $332K in Q2 2025. 261 funds tracked by Wall St. Rank hold INTA as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining Intapp position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 6,430 Intapp shares in Q3 2025, an estimated $332K.
  • Kestra Private Wealth Services first reported a position in Intapp in Q1 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's Intapp position peaked at $332K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Intapp as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.