MFG
INTA icon

Merit Financial Group’s Intapp INTA Stock Holding History

Merit Financial Group’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 		$300K Buy
+11,887
New +$271K ﹤0.01% 1814

Other funds holding INTA

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
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
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Merit Financial Group's INTA Position: Q2 2026 in Review

Merit Financial Group opened a new position in Intapp (INTA) in Q2 2026: 11,887 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #1814 among its holdings.

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

  • Merit Financial Group held 11,887 shares of Intapp worth $300K as of Q2 2026.
  • Intapp was a new Merit Financial Group position in Q2 2026.
  • Intapp made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1814 holding.
  • 25 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.