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Congress Wealth Management’s Intel INTC Stock Holding History

Congress 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 		$10.4M Buy
463,356
+92,115
+25% +$1.91M 0.1% 238
2025
Q1 		$8.45M Buy
371,241
+20,529
+6% +$449K 0.1% 234
2024
Q4 		$7.03M Sell
350,712
-121,125
-26% -$2.73M 0.1% 241
2024
Q3 		$11.1M Buy
471,837
+311,653
+195% +$7.78M 0.15% 197
2024
Q2 		$4.96M Buy
160,184
+146,151
+1,041% +$4.79M 0.08% 249
2024
Q1 		$620K Sell
14,033
-5,128
-27% -$228K 0.01% 431
2023
Q4 		$963K Buy
19,161
+2,616
+16% +$106K 0.02% 397
2023
Q3 		$588K Buy
16,545
+3,989
+32% +$139K 0.01% 441
2023
Q2 		$420K Sell
12,556
-2,249
-15% -$70.6K 0.01% 439
2023
Q1 		$484K Sell
14,805
-1,827
-11% -$51.8K 0.01% 422
2022
Q4 		$440K Sell
16,632
-1,777
-10% -$49.4K 0.01% 424
2022
Q3 		$475K Sell
18,409
-779
-4% -$26.6K 0.01% 412
2022
Q2 		$719K Sell
19,188
-2,193
-10% -$94.9K 0.02% 370
2022
Q1 		$1.06M Buy
+21,381
New +$1.06M 0.02% 345

Other funds holding INTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's INTC Position: Q2 2025 in Review

Congress Wealth Management increased its Intel (INTC) stake by 25% in Q2 2025, buying an estimated $1.91M and bringing the position to 463,356 shares worth $10.4M. The position accounts for 0.1% of the portfolio, ranked #238.

Congress Wealth Management first reported a position in INTC in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.1M in Q3 2024. 2,014 funds tracked by Wall St. Rank hold INTC as of Q2 2025.

  • Congress Wealth Management held 463,356 shares of Intel worth $10.4M as of Q2 2025.
  • Congress Wealth Management bought 92,115 Intel shares in Q2 2025, an estimated $1.91M.
  • Intel made up 0.1% of Congress Wealth Management's portfolio in Q2 2025, its #238 holding.
  • Congress Wealth Management first reported a position in Intel in Q1 2022 and has held it in 14 quarters since.
  • Congress Wealth Management's Intel position peaked at $11.1M in Q3 2024.
  • 2,014 funds tracked by Wall St. Rank held Intel as of Q2 2025.

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