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Planning Strategies Inc.’s Intapp INTA Stock Holding History

Planning Strategies Inc.’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 		$50 Buy
+2
New +$46 ﹤0.01% 1057

Other funds holding INTA

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Planning Strategies Inc.'s INTA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Intapp (INTA) in Q2 2026: 2 shares worth $50. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings.

45 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Planning Strategies Inc. held 2 shares of Intapp worth $50 as of Q2 2026.
  • Intapp was a new Planning Strategies Inc. position in Q2 2026.
  • Intapp made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1057 holding.
  • 45 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.