Heartwood Wealth Advisors’s Intel INTC Stock Holding History

Heartwood 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	$315K	Buy	2,622 +24	+0.9%	+$2.45K	0.02%	179
2026 Q2	$363K	Buy	+2,598	New	+$263K	0.03%	170
2025 Q4	–	Sell	-2,652	Closed	-$89K	–	395
2025 Q3	$89K	Buy	+2,652	New	+$64.3K	0.01%	268
2024 Q1	–	Sell	-26,455	Closed	-$1.33M	–	159
2023 Q4	$1.33M	Sell	26,455 -1,282	-5%	-$52.1K	0.18%	42
2023 Q3	$986K	Sell	27,737 -4,916	-15%	-$171K	0.15%	47
2023 Q2	$1.09M	Buy	32,653 +1,745	+6%	+$54.8K	0.15%	46
2023 Q1	$1.01M	Buy	30,908 +4,253	+16%	+$120K	0.15%	47
2022 Q4	$704K	Buy	26,655 +10,024	+60%	+$278K	0.11%	60
2022 Q3	$429K	Buy	16,631 +2,768	+20%	+$94.4K	0.07%	76
2022 Q2	$519K	Buy	13,863 +2,293	+20%	+$99.2K	0.09%	69
2022 Q1	$573K	Buy	+11,570	New	+$573K	0.09%	68

Other funds holding INTC

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its Intel (INTC) stake by 0.92% in Q3 2026, buying an estimated $2.45K and bringing the position to 2,622 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #179.

Heartwood Wealth Advisors first reported a position in INTC in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.33M in Q4 2023. 185 funds tracked by Wall St. Rank hold INTC as of Q3 2026.

Heartwood Wealth Advisors held 2,622 shares of Intel worth $315K as of Q3 2026.
Heartwood Wealth Advisors bought 24 Intel shares in Q3 2026, an estimated $2.45K.
Intel made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #179 holding.
Heartwood Wealth Advisors first reported a position in Intel in Q1 2022 and has held it in 11 quarters since.
Heartwood Wealth Advisors's Intel position peaked at $1.33M in Q4 2023.
185 funds tracked by Wall St. Rank held Intel as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.