CarsonAllaria Wealth Management’s Intel INTC Stock Holding History

CarsonAllaria Wealth Management’s Portfolio INTC Stock Details INTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-528	Closed	-$11.8K	–	201
2025 Q2	$11.8K	Hold	528	–	–	0.01%	241
2025 Q1	$12K	Sell	528 -1,980	-79%	-$43.3K	0.01%	241
2024 Q4	$50.3K	Hold	2,508	–	–	0.03%	130
2024 Q3	$58.9K	Hold	2,508	–	–	0.03%	123
2024 Q2	$77.7K	Buy	2,508 +1	+0%	+$33	0.05%	108
2024 Q1	$111K	Buy	2,507 +410	+20%	+$18.3K	0.07%	93
2023 Q4	$105K	Hold	2,097	–	–	0.08%	86
2023 Q3	$74.5K	Buy	2,097 +1	+0%	+$35	0.06%	100
2023 Q2	$70.1K	Hold	2,096	–	–	0.06%	98
2023 Q1	$68.5K	Buy	2,096 +2,002	+2,130%	+$56.7K	0.06%	100
2022 Q4	$3K	Hold	94	–	–	﹤0.01%	265
2022 Q3	$2K	Buy	94 +2	+2%	+$68	﹤0.01%	281
2022 Q2	$3K	Hold	92	–	–	﹤0.01%	264
2022 Q1	$5K	Buy	92 +1	+1%	+$50	﹤0.01%	247
2021 Q4	$5K	Buy	+91	New	+$4.65K	﹤0.01%	267

Other funds holding INTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

CarsonAllaria Wealth Management's INTC Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Intel (INTC) in Q3 2025, closing a stake of 528 shares — an estimated $11.8K sold.

CarsonAllaria Wealth Management first reported a position in INTC in Q4 2021 and held it in 15 quarters. The position peaked at $111K in Q1 2024. 2,212 funds tracked by Wall St. Rank hold INTC as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Intel position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 528 Intel shares in Q3 2025, an estimated $11.8K.
CarsonAllaria Wealth Management first reported a position in Intel in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Intel position peaked at $111K in Q1 2024.
2,212 funds tracked by Wall St. Rank held Intel as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.