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Planning Strategies’s Intapp INTA Stock Holding History

Planning Strategies’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 		$50 Buy
+2
New +$46 ﹤0.01% 1057

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Planning Strategies's INTA Position: Q2 2026 in Review

Planning Strategies opened a new position in Intapp (INTA) in Q2 2026: 2 shares worth $50. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings.

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

  • Planning Strategies held 2 shares of Intapp worth $50 as of Q2 2026.
  • Intapp was a new Planning Strategies position in Q2 2026.
  • Intapp made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1057 holding.
  • 234 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.