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True Wealth Design’s Intapp INTA Stock Holding History

True Wealth Design’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 		$530 Sell
21
-22
-51% -$501 ﹤0.01% 2190
2026
Q1 		$1.1K Sell
43
-74
-63% -$2.21K ﹤0.01% 1772
2025
Q4 		$5.36K Buy
+117
New +$4.85K ﹤0.01% 1062

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

True Wealth Design's INTA Position: Q2 2026 in Review

True Wealth Design reduced its Intapp (INTA) stake by 51% in Q2 2026, selling an estimated $501 and leaving 21 shares worth $530. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

True Wealth Design first reported a position in INTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.36K in Q4 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • True Wealth Design held 21 shares of Intapp worth $530 as of Q2 2026.
  • True Wealth Design sold 22 Intapp shares in Q2 2026, an estimated $501.
  • Intapp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2190 holding.
  • True Wealth Design first reported a position in Intapp in Q4 2025 and has held it in 3 quarters since.
  • True Wealth Design's Intapp position peaked at $5.36K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.