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Modera Wealth Management’s Intel INTC Stock Holding History

Modera Wealth Management’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 		$3.19M Sell
72,238
-2,728
-4% -$125K 0.04% 215
2025
Q4 		$2.77M Buy
74,966
+27,167
+57% +$1.03M 0.03% 236
2025
Q3 		$1.6M Buy
47,799
+7,826
+20% +$190K 0.02% 283
2025
Q2 		$895K Sell
39,973
-4,229
-10% -$87.6K 0.01% 347
2025
Q1 		$1M Sell
44,202
-1,654
-4% -$36.2K 0.01% 321
2024
Q4 		$919K Sell
45,856
-5,620
-11% -$127K 0.01% 342
2024
Q3 		$1.21M Sell
51,476
-23,355
-31% -$583K 0.02% 284
2024
Q2 		$2.32M Sell
74,831
-1,015
-1% -$33.3K 0.03% 209
2024
Q1 		$3.35M Sell
75,846
-1,757
-2% -$78.3K 0.05% 190
2023
Q4 		$3.9M Buy
77,603
+591
+0.8% +$24K 0.06% 174
2023
Q3 		$2.74M Sell
77,012
-10,584
-12% -$369K 0.05% 189
2023
Q2 		$2.93M Buy
87,596
+60,537
+224% +$1.9M 0.05% 193
2023
Q1 		$884K Buy
27,059
+176
+0.7% +$4.99K 0.03% 169
2022
Q4 		$711K Sell
26,883
-1,836
-6% -$51K 0.03% 170
2022
Q3 		$740K Sell
28,719
-22,993
-44% -$784K 0.04% 156
2022
Q2 		$1.94M Buy
51,712
+10,574
+26% +$457K 0.09% 91
2022
Q1 		$2.04M Sell
41,138
-35,793
-47% -$1.77M 0.09% 97
2021
Q4 		$3.96M Buy
76,931
+49,620
+182% +$2.54M 0.15% 70
2021
Q3 		$1.46M Buy
27,311
+648
+2% +$35.1K 0.07% 86
2021
Q2 		$1.5M Buy
26,663
+768
+3% +$45.1K 0.08% 85
2021
Q1 		$1.66M Sell
25,895
-1,013
-4% -$60.4K 0.11% 71
2020
Q4 		$1.34M Buy
26,908
+2,803
+12% +$137K 0.11% 78
2020
Q3 		$1.25M Buy
24,105
+92
+0.4% +$4.78K 0.19% 44
2020
Q2 		$1.44M Sell
24,013
-129
-0.5% -$7.71K 0.23% 40
2020
Q1 		$1.31M Buy
24,142
+918
+4% +$54.3K 0.27% 41
2019
Q4 		$1.39M Buy
23,224
+1,134
+5% +$63.5K 0.22% 39
2019
Q3 		$1.14M Sell
22,090
-615
-3% -$30.2K 0.19% 44
2019
Q2 		$1.09M Buy
22,705
+1,072
+5% +$53.2K 0.2% 46
2019
Q1 		$1.16M Sell
21,633
-218
-1% -$11.1K 0.22% 42
2018
Q4 		$1.02M Sell
21,851
-1,300
-6% -$60.9K 0.2% 43
2018
Q3 		$1.09M Buy
23,151
+1,273
+6% +$61.9K 0.22% 44
2018
Q2 		$1.09M Buy
21,878
+2,366
+12% +$126K 0.23% 39
2018
Q1 		$1.02M Buy
19,512
+1,478
+8% +$70.2K 0.21% 40
2017
Q4 		$832K Sell
18,034
-2,594
-13% -$113K 0.18% 51
2017
Q3 		$785K Sell
20,628
-1,397
-6% -$49.7K 0.18% 50
2017
Q2 		$743K Sell
22,025
-9,026
-29% -$323K 0.18% 51
2017
Q1 		$1.12M Buy
31,051
+3,316
+12% +$120K 0.28% 35
2016
Q4 		$1.01M Buy
27,735
+443
+2% +$15.9K 0.34% 34
2016
Q3 		$1.03M Buy
27,292
+2,141
+9% +$75.8K 0.35% 34
2016
Q2 		$825K Sell
25,151
-948
-4% -$29.7K 0.29% 39
2016
Q1 		$844K Buy
26,099
+17,425
+201% +$535K 0.29% 37
2015
Q4 		$299K Sell
8,674
-375
-4% -$12.7K 0.12% 61
2015
Q3 		$273K Buy
9,049
+1,536
+20% +$44.4K 0.11% 59
2015
Q2 		$228K Sell
7,513
-231
-3% -$7.47K 0.09% 74
2015
Q1 		$242K Buy
7,744
+446
+6% +$15.1K 0.09% 70
2014
Q4 		$265K Hold
7,298
– – 0.1% 69
2014
Q3 		$254K Buy
+7,298
New +$247K 0.11% 70
2014
Q1 		– Sell
-9,708
Closed -$252K – 76
2013
Q4 		$252K Buy
+9,708
New +$235K 0.1% 76

Other funds holding INTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Modera Wealth Management's INTC Position: Q1 2026 in Review

Modera Wealth Management reduced its Intel (INTC) stake by 3.6% in Q1 2026, selling an estimated $125K and leaving 72,238 shares worth $3.19M. The position accounts for 0.04% of the portfolio, ranked #215.

Modera Wealth Management first reported a position in INTC in Q4 2013 and has held it in 48 quarters since. The position peaked at $3.96M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

  • Modera Wealth Management held 72,238 shares of Intel worth $3.19M as of Q1 2026.
  • Modera Wealth Management sold 2,728 Intel shares in Q1 2026, an estimated $125K.
  • Intel made up 0.04% of Modera Wealth Management's portfolio in Q1 2026, its #215 holding.
  • Modera Wealth Management first reported a position in Intel in Q4 2013 and has held it in 48 quarters since.
  • Modera Wealth Management's Intel position peaked at $3.96M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.