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Cherry Tree Wealth Management’s Intel INTC Stock Holding History

Cherry Tree 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
Q2 		– Sell
-680
Closed -$15.4K – 674
2025
Q1 		$15.4K Hold
680
– – ﹤0.01% 376
2024
Q4 		$13.6K Sell
680
-561
-45% -$12.6K ﹤0.01% 377
2024
Q3 		$29.1K Hold
1,241
– – 0.01% 301
2024
Q2 		$38.4K Sell
1,241
-554
-31% -$18.2K 0.01% 277
2024
Q1 		$79.3K Hold
1,795
– – 0.02% 221
2023
Q4 		$90.2K Hold
1,795
– – 0.02% 207
2023
Q3 		$63.8K Hold
1,795
– – 0.02% 217
2023
Q2 		$60K Buy
+1,795
New +$56.4K 0.02% 219

Other funds holding INTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cherry Tree Wealth Management's INTC Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Intel (INTC) in Q2 2025, closing a stake of 680 shares — an estimated $15.4K sold.

Cherry Tree Wealth Management first reported a position in INTC in Q2 2023 and held it in 8 quarters. The position peaked at $90.2K in Q4 2023. 2,013 funds tracked by Wall St. Rank hold INTC as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Intel position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 680 Intel shares in Q2 2025, an estimated $15.4K.
  • Cherry Tree Wealth Management first reported a position in Intel in Q2 2023 and held it in 8 quarters.
  • Cherry Tree Wealth Management's Intel position peaked at $90.2K in Q4 2023.
  • 2,013 funds tracked by Wall St. Rank held Intel as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.