IVC Wealth Advisors
INTC icon

IVC Wealth Advisors’s Intel INTC Stock Holding History

IVC 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
Q3 		$2.14M Sell
17,836
-606
-3% -$61.8K 0.86% 23
2026
Q2 		$2.58M Sell
18,442
-1,049
-5% -$106K 1% 21
2026
Q1 		$860K Sell
19,491
-919
-5% -$42.1K 0.37% 51
2025
Q4 		$753K Sell
20,410
-21
-0.1% -$793 0.33% 59
2025
Q3 		$685K Sell
20,431
-894
-4% -$21.7K 0.31% 64
2025
Q2 		$478K Buy
21,325
+1,232
+6% +$25.5K 0.23% 82
2025
Q1 		$456K Buy
20,093
+2,720
+16% +$59.5K 0.25% 84
2024
Q4 		$348K Buy
17,373
+3,116
+22% +$70.2K 0.19% 100
2024
Q3 		$334K Sell
14,257
-3,060
-18% -$76.4K 0.18% 111
2024
Q2 		$536K Buy
17,317
+1,754
+11% +$57.5K 0.3% 79
2024
Q1 		$687K Buy
15,563
+171
+1% +$7.62K 0.4% 63
2023
Q4 		$773K Sell
15,392
-1,174
-7% -$47.7K 0.48% 52
2023
Q3 		$589K Buy
16,566
+20
+0.1% +$697 0.39% 65
2023
Q2 		$553K Sell
16,546
-142
-0.9% -$4.46K 0.35% 74
2023
Q1 		$545K Sell
16,688
-1,110
-6% -$31.4K 0.39% 67
2022
Q4 		$470K Buy
17,798
+2,269
+15% +$63K 0.35% 71
2022
Q3 		$400K Buy
15,529
+3,516
+29% +$120K 0.32% 74
2022
Q2 		$449K Buy
12,013
+767
+7% +$33.2K 0.35% 68
2022
Q1 		$557K Buy
11,246
+329
+3% +$16.3K 0.37% 66
2021
Q4 		$562K Sell
10,917
-752
-6% -$38.4K 0.36% 69
2021
Q3 		$622K Sell
11,669
-146
-1% -$7.92K 0.43% 60
2021
Q2 		$663K Sell
11,815
-47
-0.4% -$2.76K 0.47% 58
2021
Q1 		$759K Sell
11,862
-211
-2% -$12.6K 0.6% 46
2020
Q4 		$601K Buy
+12,073
New +$590K 0.57% 50

Other funds holding INTC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IVC Wealth Advisors's INTC Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Intel (INTC) stake by 3.3% in Q3 2026, selling an estimated $61.8K and leaving 17,836 shares worth $2.14M. The position accounts for 0.86% of the portfolio, ranked #23.

IVC Wealth Advisors first reported a position in INTC in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.58M in Q2 2026. 2,591 funds tracked by Wall St. Rank hold INTC as of Q3 2026.

  • IVC Wealth Advisors held 17,836 shares of Intel worth $2.14M as of Q3 2026.
  • IVC Wealth Advisors sold 606 Intel shares in Q3 2026, an estimated $61.8K.
  • Intel made up 0.86% of IVC Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • IVC Wealth Advisors first reported a position in Intel in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's Intel position peaked at $2.58M in Q2 2026.
  • 2,591 funds tracked by Wall St. Rank held Intel as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.