Encompass Wealth Advisors
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Encompass Wealth Advisors’s Intel INTC Stock Holding History

Encompass Wealth 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
Q3 		$2.41M Buy
20,086
+9,989
+99% +$1.02M 0.36% 41
2026
Q2 		$1.41M Sell
10,097
-651
-6% -$65.8K 0.43% 37
2026
Q1 		$474K Sell
10,748
-1,082
-9% -$49.6K 0.17% 61
2025
Q4 		$437K Sell
11,830
-200
-2% -$7.55K 0.15% 66
2025
Q3 		$404K Buy
12,030
+17
+0.1% +$412 0.14% 77
2025
Q2 		$269K Buy
12,013
+300
+3% +$6.22K 0.1% 88
2025
Q1 		$266K Sell
11,713
-300
-2% -$6.56K 0.11% 87
2024
Q4 		$241K Sell
12,013
-6,880
-36% -$155K 0.1% 94
2024
Q3 		$443K Buy
18,893
+3,114
+20% +$77.8K 0.11% 159
2024
Q2 		$489K Sell
15,779
-744
-5% -$24.4K 0.13% 140
2024
Q1 		$730K Sell
16,523
-596
-3% -$26.6K 0.19% 108
2023
Q4 		$860K Buy
17,119
+1,004
+6% +$40.8K 0.26% 79
2023
Q3 		$573K Sell
16,115
-536
-3% -$18.7K 0.19% 98
2023
Q2 		$557K Buy
16,651
+6
+0% +$188 0.18% 100
2023
Q1 		$544K Sell
16,645
-1,281
-7% -$36.3K 0.19% 96
2022
Q4 		$474K Sell
17,926
-134
-0.7% -$3.72K 0.17% 108
2022
Q3 		$465K Sell
18,060
-2,741
-13% -$93.5K 0.18% 107
2022
Q2 		$778K Sell
20,801
-471
-2% -$20.4K 0.28% 65
2022
Q1 		$1.05M Buy
21,272
+408
+2% +$20.2K 0.27% 64
2021
Q4 		$1.08M Buy
20,864
+241
+1% +$12.3K 0.26% 66
2021
Q3 		$1.1M Buy
20,623
+1,636
+9% +$88.7K 0.29% 65
2021
Q2 		$1.06M Sell
18,987
-1,071
-5% -$62.9K 0.26% 75
2021
Q1 		$1.14M Sell
20,058
-2,623
-12% -$156K 0.29% 70
2020
Q4 		$1.13M Buy
+22,681
New +$1.11M 0.65% 32

Other funds holding INTC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Encompass Wealth Advisors's INTC Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Intel (INTC) stake by 99% in Q3 2026, buying an estimated $1.02M and bringing the position to 20,086 shares worth $2.41M. The position accounts for 0.36% of the portfolio, ranked #41.

Encompass Wealth Advisors first reported a position in INTC in Q4 2020 and has held it in 24 quarters since. 2,276 funds tracked by Wall St. Rank hold INTC as of Q3 2026.

  • Encompass Wealth Advisors held 20,086 shares of Intel worth $2.41M as of Q3 2026.
  • Encompass Wealth Advisors bought 9,989 Intel shares in Q3 2026, an estimated $1.02M.
  • Intel made up 0.36% of Encompass Wealth Advisors's portfolio in Q3 2026, its #41 holding.
  • Encompass Wealth Advisors first reported a position in Intel in Q4 2020 and has held it in 24 quarters since.
  • 2,276 funds tracked by Wall St. Rank held Intel as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.