Twin Peaks Wealth Advisors’s Intapp INTA Stock Holding History

Twin Peaks Wealth Advisors’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
2025 Q3	–	Sell	-2	Closed	-$74	–	1120
2025 Q2	$74	Buy	+2	New	+$109	﹤0.01%	2156

Other funds holding INTA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

PIMC

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

Twin Peaks Wealth Advisors's INTA Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Intapp (INTA) in Q3 2025, closing a stake of 2 shares — an estimated $74 sold.

Twin Peaks Wealth Advisors first reported a position in INTA in Q2 2025 and held it in 1 quarter. The position peaked at $74 in Q2 2025. 261 funds tracked by Wall St. Rank hold INTA as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining Intapp position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 2 Intapp shares in Q3 2025, an estimated $74.
Twin Peaks Wealth Advisors first reported a position in Intapp in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Intapp position peaked at $74 in Q2 2025.
261 funds tracked by Wall St. Rank held Intapp as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.