Encompass Wealth Advisors’s Intel INTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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% -$6.57K 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
$1.07M 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

Encompass Wealth Advisors's INTC Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Intel (INTC) stake by 9.1% in Q1 2026, selling an estimated $49.6K and leaving 10,748 shares worth $474K. The position accounts for 0.17% of the portfolio, ranked #61.

Encompass Wealth Advisors first reported a position in INTC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.14M in Q1 2021. 2,568 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

  • Encompass Wealth Advisors held 10,748 shares of Intel worth $474K as of Q1 2026.
  • Encompass Wealth Advisors sold 1,082 Intel shares in Q1 2026, an estimated $49.6K.
  • Intel made up 0.17% of Encompass Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • Encompass Wealth Advisors first reported a position in Intel in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Intel position peaked at $1.14M in Q1 2021.
  • 2,568 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.