TD Private Client Wealth’s Intapp INTA Stock Holding History

TD Private Client Wealth’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 Q1	–	Sell	-15	Closed	-$687	–	1705
2025 Q4	$687	Buy	+15	New	+$622	﹤0.01%	1443

Other funds holding INTA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Private Client Wealth's INTA Position: Q1 2026 in Review

TD Private Client Wealth sold out of Intapp (INTA) in Q1 2026, closing a stake of 15 shares — an estimated $687 sold.

TD Private Client Wealth first reported a position in INTA in Q4 2025 and held it in 1 quarter. The position peaked at $687 in Q4 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

TD Private Client Wealth reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
TD Private Client Wealth sold 15 Intapp shares in Q1 2026, an estimated $687.
TD Private Client Wealth first reported a position in Intapp in Q4 2025 and held it in 1 quarter.
TD Private Client Wealth's Intapp position peaked at $687 in Q4 2025.
242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.