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INTECH Investment Management’s AlTi Global ALTI Stock Holding History

INTECH Investment Management’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.2K Sell
10,286
-5,994
-37% -$25.3K ﹤0.01% 2033
2025
Q4 		$75.5K Sell
16,280
-2,214
-12% -$9.14K ﹤0.01% 2209
2025
Q3 		$65.8K Sell
18,494
-3,506
-16% -$14.5K ﹤0.01% 2344
2025
Q2 		$91.3K Buy
22,000
+564
+3% +$1.95K ﹤0.01% 2318
2025
Q1 		$65.2K Buy
21,436
+11,086
+107% +$39.7K ﹤0.01% 2398
2024
Q4 		$45.6K Buy
+10,350
New +$43.9K ﹤0.01% 2338

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

INTECH Investment Management's ALTI Position: Q1 2026 in Review

INTECH Investment Management reduced its AlTi Global (ALTI) stake by 37% in Q1 2026, selling an estimated $25.3K and leaving 10,286 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

INTECH Investment Management first reported a position in ALTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $91.3K in Q2 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • INTECH Investment Management held 10,286 shares of AlTi Global worth $37.2K as of Q1 2026.
  • INTECH Investment Management sold 5,994 AlTi Global shares in Q1 2026, an estimated $25.3K.
  • AlTi Global made up ﹤0.01% of INTECH Investment Management's portfolio in Q1 2026, its #2033 holding.
  • INTECH Investment Management first reported a position in AlTi Global in Q4 2024 and has held it in 6 quarters since.
  • INTECH Investment Management's AlTi Global position peaked at $91.3K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.