Pinnacle Wealth Planning Services
INTA icon

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
Q3 		$2.86K Hold
79
– – ﹤0.01% 2408
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 $36.7B AUM 6.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's INTA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Intapp (INTA) position steady in Q3 2026 at 79 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Pinnacle Wealth Planning Services first reported a position in INTA in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.62K in Q4 2025. 125 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 79 shares of Intapp worth $2.86K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Intapp share count unchanged in Q3 2026.
  • Intapp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2408 holding.
  • Pinnacle Wealth Planning Services first reported a position in Intapp in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Intapp position peaked at $3.62K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.