Wealth Preservation Advisors’s Intapp INTA Stock Holding History

Wealth Preservation 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
2026 Q2	–	Sell	-26	Closed	-$668	–	478
2026 Q1	$668	Buy	+26	New	+$775	﹤0.01%	739

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

Wealth Preservation Advisors's INTA Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Intapp (INTA) in Q2 2026, closing a stake of 26 shares — an estimated $668 sold.

Wealth Preservation Advisors first reported a position in INTA in Q1 2026 and held it in 1 quarter. The position peaked at $668 in Q1 2026. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

Wealth Preservation Advisors reported no remaining Intapp position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 26 Intapp shares in Q2 2026, an estimated $668.
Wealth Preservation Advisors first reported a position in Intapp in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Intapp position peaked at $668 in Q1 2026.
249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.