Heritage Wealth Management (California)’s Intel INTC Stock Holding History

Heritage Wealth Management (California)’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	$2.38M	Buy	17,059 +227	+1%	+$23K	0.9%	27
2026 Q1	$743K	Sell	16,832 -600	-3%	-$27.5K	0.41%	49
2025 Q4	$643K	Sell	17,432 -477	-3%	-$18K	0.41%	50
2025 Q3	$601K	Buy	17,909 +147	+0.8%	+$3.56K	0.4%	51
2025 Q2	$398K	Sell	17,762 -588	-3%	-$12.2K	0.27%	59
2025 Q1	$417K	Buy	18,350 +1,306	+8%	+$28.6K	0.31%	56
2024 Q4	$342K	Buy	17,044 +318	+2%	+$7.17K	0.25%	61
2024 Q3	$392K	Sell	16,726 -583	-3%	-$14.6K	0.28%	59
2024 Q2	$536K	Sell	17,309 -795	-4%	-$26.1K	0.39%	47
2024 Q1	$800K	Sell	18,104 -256	-1%	-$11.4K	0.6%	39
2023 Q4	$923K	Buy	+18,360	New	+$746K	0.74%	30

Other funds holding INTC

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Heritage Wealth Management (California)'s INTC Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Intel (INTC) stake by 1.3% in Q2 2026, buying an estimated $23K and bringing the position to 17,059 shares worth $2.38M. The position accounts for 0.9% of the portfolio, ranked #27.

Heritage Wealth Management (California) first reported a position in INTC in Q4 2023 and has held it in 11 quarters since. 935 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

Heritage Wealth Management (California) held 17,059 shares of Intel worth $2.38M as of Q2 2026.
Heritage Wealth Management (California) bought 227 Intel shares in Q2 2026, an estimated $23K.
Intel made up 0.9% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #27 holding.
Heritage Wealth Management (California) first reported a position in Intel in Q4 2023 and has held it in 11 quarters since.
935 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.