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INTECH Investment Management’s Franklin Covey FC Stock Holding History

INTECH Investment Management’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,942
Closed -$275K – 2528
2025
Q1 		$275K Buy
9,942
+4,535
+84% +$150K ﹤0.01% 1939
2024
Q4 		$203K Buy
+5,407
New +$208K ﹤0.01% 2022

Other funds holding FC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

INTECH Investment Management's FC Position: Q2 2025 in Review

INTECH Investment Management sold out of Franklin Covey (FC) in Q2 2025, closing a stake of 9,942 shares — an estimated $275K sold.

INTECH Investment Management first reported a position in FC in Q4 2024 and held it in 2 quarters. The position peaked at $275K in Q1 2025. 121 funds tracked by Wall St. Rank hold FC as of Q2 2025.

  • INTECH Investment Management reported no remaining Franklin Covey position as of Q2 2025 after selling out during the quarter.
  • INTECH Investment Management sold 9,942 Franklin Covey shares in Q2 2025, an estimated $275K.
  • INTECH Investment Management first reported a position in Franklin Covey in Q4 2024 and held it in 2 quarters.
  • INTECH Investment Management's Franklin Covey position peaked at $275K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2025.

Based on INTECH Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.