LifeSteps Financial’s inTEST INTT Stock Holding History

LifeSteps Financial’s Portfolio INTT Stock Details INTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,000	Closed	-$18.2K	–	398
2026 Q2	$18.2K	Buy	+1,000	New	+$16.9K	0.01%	321

Other funds holding INTT

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

LifeSteps Financial's INTT Position: Q3 2026 in Review

LifeSteps Financial sold out of inTEST (INTT) in Q3 2026, closing a stake of 1,000 shares — an estimated $18.2K sold.

LifeSteps Financial first reported a position in INTT in Q2 2026 and held it in 1 quarter. The position peaked at $18.2K in Q2 2026. 8 funds tracked by Wall St. Rank hold INTT as of Q3 2026.

LifeSteps Financial reported no remaining inTEST position as of Q3 2026 after selling out during the quarter.
LifeSteps Financial sold 1,000 inTEST shares in Q3 2026, an estimated $18.2K.
LifeSteps Financial first reported a position in inTEST in Q2 2026 and held it in 1 quarter.
LifeSteps Financial's inTEST position peaked at $18.2K in Q2 2026.
8 funds tracked by Wall St. Rank held inTEST as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.