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Toth Financial Advisory’s Intapp INTA Stock Holding History

Toth Financial Advisory’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 		– Sell
-200
Closed -$5.14K – 940
2026
Q1 		$5.14K Hold
200
– – ﹤0.01% 637
2025
Q4 		$9.16K Buy
+200
New +$8.3K ﹤0.01% 562
2025
Q3 		– Sell
-15
Closed -$775 – 798
2025
Q2 		$775 Hold
15
– – ﹤0.01% 702
2025
Q1 		$876 Hold
15
– – ﹤0.01% 669
2024
Q4 		$962 Hold
15
– – ﹤0.01% 661
2024
Q3 		$718 Hold
15
– – ﹤0.01% 684
2024
Q2 		$551 Hold
15
– – ﹤0.01% 720
2024
Q1 		$515 Hold
15
– – ﹤0.01% 699
2023
Q4 		$571 Hold
15
– – ﹤0.01% 703
2023
Q3 		$503 Hold
15
– – ﹤0.01% 728
2023
Q2 		$629 Buy
+15
New +$647 ﹤0.01% 737

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

Toth Financial Advisory's INTA Position: Q2 2026 in Review

Toth Financial Advisory sold out of Intapp (INTA) in Q2 2026, closing a stake of 200 shares — an estimated $5.14K sold.

Toth Financial Advisory first reported a position in INTA in Q2 2023 and held it in 11 quarters. The position peaked at $9.16K in Q4 2025. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Toth Financial Advisory reported no remaining Intapp position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 200 Intapp shares in Q2 2026, an estimated $5.14K.
  • Toth Financial Advisory first reported a position in Intapp in Q2 2023 and held it in 11 quarters.
  • Toth Financial Advisory's Intapp position peaked at $9.16K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.