Physician Wealth Advisors’s Intapp INTA Stock Holding History

Physician 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
2026 Q2	$1.16K	Sell	46 -48	-51%	-$1.09K	﹤0.01%	1763
2026 Q1	$2.42K	Buy	+94	New	+$2.8K	﹤0.01%	1269

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

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

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

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

Physician Wealth Advisors's INTA Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Intapp (INTA) stake by 51% in Q2 2026, selling an estimated $1.09K and leaving 46 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Physician Wealth Advisors first reported a position in INTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.42K in Q1 2026. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

Physician Wealth Advisors held 46 shares of Intapp worth $1.16K as of Q2 2026.
Physician Wealth Advisors sold 48 Intapp shares in Q2 2026, an estimated $1.09K.
Intapp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1763 holding.
Physician Wealth Advisors first reported a position in Intapp in Q1 2026 and has held it in 2 quarters since.
Physician Wealth Advisors's Intapp position peaked at $2.42K in Q1 2026.
249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.