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Pinnacle Wealth Planning Services’s Intapp INTA Stock Holding History

Pinnacle Wealth Planning 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
2026
Q2 		$1.99K Hold
79
– – ﹤0.01% 2479
2026
Q1 		$2.03K Hold
79
– – ﹤0.01% 2442
2025
Q4 		$3.62K Buy
+79
New +$3.28K ﹤0.01% 2355

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's INTA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Intapp (INTA) position steady in Q2 2026 at 79 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Pinnacle Wealth Planning Services first reported a position in INTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.62K in Q4 2025. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 79 shares of Intapp worth $1.99K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Intapp share count unchanged in Q2 2026.
  • Intapp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2479 holding.
  • Pinnacle Wealth Planning Services first reported a position in Intapp in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Intapp position peaked at $3.62K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.