Opal Wealth Advisors’s Intapp INTA Stock Holding History

Opal Wealth Advisors’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	-423	Closed	-$21.8K	–	359
2025 Q2	$21.8K	Buy	423 +18	+4%	+$983	0.01%	552
2025 Q1	$23.6K	Buy	+405	New	+$26.7K	0.01%	498
2024 Q3	–	Sell	-337	Closed	-$12.4K	–	667
2024 Q2	$12.4K	Buy	+337	New	+$11.5K	﹤0.01%	618

Other funds holding INTA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Opal Wealth Advisors's INTA Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Intapp (INTA) in Q3 2025, closing a stake of 423 shares — an estimated $21.8K sold.

Opal Wealth Advisors first reported a position in INTA in Q2 2024 and held it in 3 quarters. The position peaked at $23.6K in Q1 2025. 261 funds tracked by Wall St. Rank hold INTA as of Q3 2025.

Opal Wealth Advisors reported no remaining Intapp position as of Q3 2025 after selling out during the quarter.
Opal Wealth Advisors sold 423 Intapp shares in Q3 2025, an estimated $21.8K.
Opal Wealth Advisors first reported a position in Intapp in Q2 2024 and held it in 3 quarters.
Opal Wealth Advisors's Intapp position peaked at $23.6K in Q1 2025.
261 funds tracked by Wall St. Rank held Intapp as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.