INTECH Investment Management’s Solo Brands Inc SBDS Stock Holding History

INTECH Investment Management’s Portfolio SBDS Stock Details SBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-579	Closed	-$3.88K	–	2728
2025 Q1	$3.88K	Buy	579 +240	+71%	+$7.35K	﹤0.01%	2519
2024 Q4	$15.5K	Buy	+339	New	+$16.8K	﹤0.01%	2376

Other funds holding SBDS

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

INTECH Investment Management sold out of Solo Brands Inc (SBDS) in Q2 2025, closing a stake of 579 shares — an estimated $3.88K sold.

INTECH Investment Management first reported a position in SBDS in Q4 2024 and held it in 2 quarters. The position peaked at $15.5K in Q4 2024. 6 funds tracked by Wall St. Rank hold SBDS as of Q2 2025.

INTECH Investment Management reported no remaining Solo Brands Inc position as of Q2 2025 after selling out during the quarter.
INTECH Investment Management sold 579 Solo Brands Inc shares in Q2 2025, an estimated $3.88K.
INTECH Investment Management first reported a position in Solo Brands Inc in Q4 2024 and held it in 2 quarters.
INTECH Investment Management's Solo Brands Inc position peaked at $15.5K in Q4 2024.
6 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2025.

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