Forteris Wealth Management
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Forteris Wealth Management’s Intel INTC Stock Holding History

Forteris 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
2026
Q3 		$505K Sell
4,200
-200
-5% -$20.4K 0.42% 47
2026
Q2 		$614K Buy
+4,400
New +$445K 0.5% 43

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BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Forteris Wealth Management's INTC Position: Q3 2026 in Review

Forteris Wealth Management reduced its Intel (INTC) stake by 4.5% in Q3 2026, selling an estimated $20.4K and leaving 4,200 shares worth $505K. The position accounts for 0.42% of the portfolio, ranked #47.

Forteris Wealth Management first reported a position in INTC in Q2 2026 and has held it in 2 quarters since. The position peaked at $614K in Q2 2026. 3,100 funds tracked by Wall St. Rank hold INTC as of Q3 2026.

  • Forteris Wealth Management held 4,200 shares of Intel worth $505K as of Q3 2026.
  • Forteris Wealth Management sold 200 Intel shares in Q3 2026, an estimated $20.4K.
  • Intel made up 0.42% of Forteris Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Forteris Wealth Management first reported a position in Intel in Q2 2026 and has held it in 2 quarters since.
  • Forteris Wealth Management's Intel position peaked at $614K in Q2 2026.
  • 3,100 funds tracked by Wall St. Rank held Intel as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.