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Westfuller Advisors’s Intapp INTA Stock Holding History

Westfuller 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 		$315 Hold
12
– – ﹤0.01% 741
2026
Q1 		$321 Sell
12
-23
-66% -$686 ﹤0.01% 724
2025
Q4 		$1.59K Hold
35
– – ﹤0.01% 681
2025
Q3 		$1.42K Buy
+35
New +$1.51K ﹤0.01% 676

Other funds holding INTA

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Westfuller Advisors's INTA Position: Q2 2026 in Review

Westfuller Advisors held its Intapp (INTA) position steady in Q2 2026 at 12 shares worth $315. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Westfuller Advisors first reported a position in INTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.59K in Q4 2025. 54 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Westfuller Advisors held 12 shares of Intapp worth $315 as of Q2 2026.
  • Westfuller Advisors left its Intapp share count unchanged in Q2 2026.
  • Intapp made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #741 holding.
  • Westfuller Advisors first reported a position in Intapp in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Intapp position peaked at $1.59K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.