Heritage Family Offices’s Intel INTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$725K Buy
+5,192
New +$525K 0.28% 77
2024
Q4
– Sell
-10,826
Closed -$254K – 190
2024
Q3
$254K Sell
10,826
-16,225
-60% -$405K 0.13% 150
2024
Q2
$838K Buy
+27,051
New +$886K 0.47% 50

Other funds holding INTC

Heritage Family Offices's INTC Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Intel (INTC) in Q2 2026: 5,192 shares worth $725K. The stake represents 0.28% of the portfolio and ranks #77 among its holdings. This is a return to the name: Heritage Family Offices previously reported a position in INTC as recently as Q3 2024.

Heritage Family Offices first reported a position in INTC in Q2 2024 and has held it in 3 quarters since. The position peaked at $838K in Q2 2024. 3,577 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Heritage Family Offices held 5,192 shares of Intel worth $725K as of Q2 2026.
  • Intel was a new Heritage Family Offices position in Q2 2026.
  • Intel made up 0.28% of Heritage Family Offices's portfolio in Q2 2026, its #77 holding.
  • Heritage Family Offices first reported a position in Intel in Q2 2024 and has held it in 3 quarters since.
  • Heritage Family Offices's Intel position peaked at $838K in Q2 2024.
  • 3,577 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.