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Private Wealth Management Group’s Intapp INTA Stock Holding History

Private Wealth Management Group’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 		$5.55K Buy
220
+43
+24% +$980 ﹤0.01% 812
2026
Q1 		$4.55K Buy
+177
New +$5.28K ﹤0.01% 807
2025
Q4 		– Sell
-43
Closed -$1.76K – 1504
2025
Q3 		$1.76K Buy
+43
New +$1.86K ﹤0.01% 1150

Other funds holding INTA

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Private Wealth Management Group's INTA Position: Q2 2026 in Review

Private Wealth Management Group increased its Intapp (INTA) stake by 24% in Q2 2026, buying an estimated $980 and bringing the position to 220 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Private Wealth Management Group first reported a position in INTA in Q3 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Private Wealth Management Group held 220 shares of Intapp worth $5.55K as of Q2 2026.
  • Private Wealth Management Group bought 43 Intapp shares in Q2 2026, an estimated $980.
  • Intapp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #812 holding.
  • Private Wealth Management Group first reported a position in Intapp in Q3 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.