Essential Planning’s Intel INTC Stock Holding History

Essential Planning’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 Q1	–	Sell	-103,988	Closed	-$2.37M	–	180
2024 Q4	$2.37M	Buy	+103,988	New	+$2.34M	0.02%	179

Other funds holding INTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Essential Planning's INTC Position: Q1 2025 in Review

Essential Planning sold out of Intel (INTC) in Q1 2025, closing a stake of 103,988 shares — an estimated $2.37M sold.

Essential Planning first reported a position in INTC in Q4 2024 and held it in 1 quarter. The position peaked at $2.37M in Q4 2024. 2,077 funds tracked by Wall St. Rank hold INTC as of Q1 2025.

Essential Planning reported no remaining Intel position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 103,988 Intel shares in Q1 2025, an estimated $2.37M.
Essential Planning first reported a position in Intel in Q4 2024 and held it in 1 quarter.
Essential Planning's Intel position peaked at $2.37M in Q4 2024.
2,077 funds tracked by Wall St. Rank held Intel as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.