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

Heritage Wealth Management (Ohio)’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 		$645K Buy
+4,619
New +$467K 0.16% 137
2026
Q1 		– Sell
-5,890
Closed -$217K – 193
2025
Q4 		$217K Buy
+5,890
New +$222K 0.06% 242
2025
Q2 		– Sell
-14,513
Closed -$330K – 240
2025
Q1 		$330K Sell
14,513
-5,737
-28% -$126K 0.11% 172
2024
Q4 		$406K Sell
20,250
-4,244
-17% -$95.7K 0.14% 153
2024
Q3 		$575K Sell
24,494
-41,547
-63% -$1.04M 0.19% 125
2024
Q2 		$2.11M Buy
+66,041
New +$2.16M 0.71% 28

Other funds holding INTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Heritage Wealth Management (Ohio) opened a new position in Intel (INTC) in Q2 2026: 4,619 shares worth $645K. The stake represents 0.16% of the portfolio and ranks #137 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in INTC as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in INTC in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.11M in Q2 2024. 3,559 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 4,619 shares of Intel worth $645K as of Q2 2026.
  • Intel was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Intel made up 0.16% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #137 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Intel in Q2 2024 and has held it in 6 quarters since.
  • Heritage Wealth Management (Ohio)'s Intel position peaked at $2.11M in Q2 2024.
  • 3,559 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.