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CWS Financial Advisors’s Intel INTC Stock Holding History

CWS Financial Advisors’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
2026
Q2 		$307K Buy
+2,196
New +$222K 0.07% 128
2024
Q2 		– Sell
-5,678
Closed -$251K – 109
2024
Q1 		$251K Sell
5,678
-1,223
-18% -$54.5K 0.1% 97
2023
Q4 		$347K Sell
6,901
-1,219
-15% -$49.5K 0.13% 112
2023
Q3 		$289K Sell
8,120
-58
-0.7% -$2.02K 0.12% 116
2023
Q2 		$273K Sell
8,178
-211
-3% -$6.62K 0.1% 117
2023
Q1 		$274K Buy
8,389
+895
+12% +$25.4K 0.11% 118
2022
Q4 		$480K Buy
+7,494
New +$208K 0.21% 75
2022
Q2 		– Sell
-5,706
Closed -$283K – 169
2022
Q1 		$283K Buy
5,706
+143
+3% +$7.09K 0.11% 118
2021
Q4 		$287K Buy
+5,563
New +$284K 0.1% 121
2021
Q2 		$361K Sell
6,438
-1,056
-14% -$62K 0.14% 102
2021
Q1 		$480K Sell
7,494
-403
-5% -$24K 0.21% 75
2020
Q4 		$393K Buy
7,897
+42
+0.5% +$2.05K 0.23% 84
2020
Q3 		$407K Sell
7,855
-346
-4% -$18K 0.27% 74
2020
Q2 		$491K Buy
8,201
+516
+7% +$30.9K 0.35% 64
2020
Q1 		$460K Hold
7,685
– – 0.34% 69
2019
Q4 		$460K Buy
+7,685
New +$430K 0.34% 69

Other funds holding INTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

CWS Financial Advisors's INTC Position: Q2 2026 in Review

CWS Financial Advisors opened a new position in Intel (INTC) in Q2 2026: 2,196 shares worth $307K. The stake represents 0.07% of the portfolio and ranks #128 among its holdings. This is a return to the name: CWS Financial Advisors previously reported a position in INTC as recently as Q1 2024.

CWS Financial Advisors first reported a position in INTC in Q4 2019 and has held it in 16 quarters since. The position peaked at $491K in Q2 2020. 3,568 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • CWS Financial Advisors held 2,196 shares of Intel worth $307K as of Q2 2026.
  • Intel was a new CWS Financial Advisors position in Q2 2026.
  • Intel made up 0.07% of CWS Financial Advisors's portfolio in Q2 2026, its #128 holding.
  • CWS Financial Advisors first reported a position in Intel in Q4 2019 and has held it in 16 quarters since.
  • CWS Financial Advisors's Intel position peaked at $491K in Q2 2020.
  • 3,568 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.