Compass Financial Services’s Intel INTC Stock Holding History

Compass Financial Services’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	-3,007	Closed	-$68.3K	–	311
2025 Q1	$68.3K	Buy	3,007 +314	+12%	+$6.87K	0.04%	67
2024 Q4	$54K	Buy	+2,693	New	+$60.7K	0.03%	63

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Compass Financial Services's INTC Position: Q2 2025 in Review

Compass Financial Services sold out of Intel (INTC) in Q2 2025, closing a stake of 3,007 shares — an estimated $68.3K sold.

Compass Financial Services first reported a position in INTC in Q4 2024 and held it in 2 quarters. The position peaked at $68.3K in Q1 2025. 2,013 funds tracked by Wall St. Rank hold INTC as of Q2 2025.

Compass Financial Services reported no remaining Intel position as of Q2 2025 after selling out during the quarter.
Compass Financial Services sold 3,007 Intel shares in Q2 2025, an estimated $68.3K.
Compass Financial Services first reported a position in Intel in Q4 2024 and held it in 2 quarters.
Compass Financial Services's Intel position peaked at $68.3K in Q1 2025.
2,013 funds tracked by Wall St. Rank held Intel as of Q2 2025.

Based on Compass Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.