Triad Wealth Partners’s Intapp INTA Stock Holding History

Triad Wealth Partners’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	$309K	Buy	+9,244	New	+$211K	0.02%	438

Other funds holding INTA

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Triad Wealth Partners's INTA Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Intapp (INTA) in Q2 2026: 9,244 shares worth $309K. The stake represents 0.02% of the portfolio and ranks #438 among its holdings.

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

Triad Wealth Partners held 9,244 shares of Intapp worth $309K as of Q2 2026.
Intapp was a new Triad Wealth Partners position in Q2 2026.
Intapp made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #438 holding.
249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.