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 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

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

Heartwood Wealth Advisors's INTC Position: Q2 2026 in Review

Heartwood Wealth Advisors opened a new position in Intel (INTC) in Q2 2026: 2,598 shares worth $363K. The stake represents 0.03% of the portfolio and ranks #170 among its holdings. This is a return to the name: Heartwood Wealth Advisors previously reported a position in INTC as recently as Q3 2025.

Heartwood Wealth Advisors first reported a position in INTC in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.33M in Q4 2023. 3,554 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

Heartwood Wealth Advisors held 2,598 shares of Intel worth $363K as of Q2 2026.
Intel was a new Heartwood Wealth Advisors position in Q2 2026.
Intel made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #170 holding.
Heartwood Wealth Advisors first reported a position in Intel in Q1 2022 and has held it in 10 quarters since.
Heartwood Wealth Advisors's Intel position peaked at $1.33M in Q4 2023.
3,554 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.