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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
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

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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s INTC Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Intel (INTC) in Q1 2026, closing a stake of 5,890 shares — an estimated $217K sold.

Heritage Wealth Management (Ohio) first reported a position in INTC in Q2 2024 and held it in 5 quarters. The position peaked at $2.11M in Q2 2024. 2,568 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Intel position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 5,890 Intel shares in Q1 2026, an estimated $217K.
  • Heritage Wealth Management (Ohio) first reported a position in Intel in Q2 2024 and held it in 5 quarters.
  • Heritage Wealth Management (Ohio)'s Intel position peaked at $2.11M in Q2 2024.
  • 2,568 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.