GoalVest Advisory’s Intel INTC Stock Holding History

GoalVest Advisory’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	$210K	Buy	1,501 +863	+135%	+$87.3K	0.04%	120
2026 Q1	$28.2K	Hold	638	–	–	0.01%	287
2025 Q4	$23.5K	Sell	638 -362	-36%	-$13.7K	﹤0.01%	332
2025 Q3	$33.5K	Buy	+1,000	New	+$24.2K	0.01%	253
2025 Q2	–	Sell	-27	Closed	-$613	–	445
2025 Q1	$613	Buy	+27	New	+$591	﹤0.01%	356
2024 Q4	–	Sell	-207	Closed	-$4.85K	–	409
2024 Q3	$4.85K	Buy	+207	New	+$5.17K	﹤0.01%	340
2023 Q1	–	Sell	-30,717	Closed	-$870K	–	275
2022 Q4	$812K	Buy	30,717 +4,109	+15%	+$114K	0.52%	51
2022 Q3	$686K	Buy	26,608 +10,675	+67%	+$364K	0.48%	57
2022 Q2	$585K	Buy	15,933 +7,993	+101%	+$346K	0.37%	82
2022 Q1	$394K	Buy	+7,940	New	+$394K	0.22%	95
2021 Q2	$317K	Sell	5,651 -1,078	-16%	-$63.3K	0.2%	107
2021 Q1	$431K	Sell	6,729 -1,849	-22%	-$110K	0.32%	93
2020 Q4	$427K	Buy	+8,578	New	+$419K	0.36%	77

Other funds holding INTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

GoalVest Advisory's INTC Position: Q2 2026 in Review

GoalVest Advisory increased its Intel (INTC) stake by 135% in Q2 2026, buying an estimated $87.3K and bringing the position to 1,501 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #120.

GoalVest Advisory first reported a position in INTC in Q4 2020 and has held it in 13 quarters since. The position peaked at $812K in Q4 2022. 3,554 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

GoalVest Advisory held 1,501 shares of Intel worth $210K as of Q2 2026.
GoalVest Advisory bought 863 Intel shares in Q2 2026, an estimated $87.3K.
Intel made up 0.04% of GoalVest Advisory's portfolio in Q2 2026, its #120 holding.
GoalVest Advisory first reported a position in Intel in Q4 2020 and has held it in 13 quarters since.
GoalVest Advisory's Intel position peaked at $812K in Q4 2022.
3,554 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.