Wealth Enhancement Advisory Services
INTA icon

Wealth Enhancement Advisory Services’s Intapp INTA Stock Holding History

Wealth Enhancement Advisory Services’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 		$375K Buy
13,372
+1,565
+13% +$35.7K ﹤0.01% 2976
2026
Q1 		$293K Buy
11,807
+2,039
+21% +$60.8K ﹤0.01% 2803
2025
Q4 		$434K Buy
+9,768
New +$405K ﹤0.01% 2590

Other funds holding INTA

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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

Wealth Enhancement Advisory Services's INTA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Intapp (INTA) stake by 13% in Q2 2026, buying an estimated $35.7K and bringing the position to 13,372 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #2976.

Wealth Enhancement Advisory Services first reported a position in INTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $434K in Q4 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,372 shares of Intapp worth $375K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,565 Intapp shares in Q2 2026, an estimated $35.7K.
  • Intapp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2976 holding.
  • Wealth Enhancement Advisory Services first reported a position in Intapp in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Intapp position peaked at $434K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.