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North Berkeley Wealth Management’s Intel INTC Stock Holding History

North Berkeley 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
Q2 		$555K Buy
+3,977
New +$402K 0.22% 49
2025
Q2 		– Sell
-12,818
Closed -$291K – 66
2025
Q1 		$291K Hold
12,818
– – 0.3% 50
2024
Q4 		$257K Buy
+12,818
New +$289K 0.26% 54

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North Berkeley Wealth Management's INTC Position: Q2 2026 in Review

North Berkeley Wealth Management opened a new position in Intel (INTC) in Q2 2026: 3,977 shares worth $555K. The stake represents 0.22% of the portfolio and ranks #49 among its holdings. This is a return to the name: North Berkeley Wealth Management previously reported a position in INTC as recently as Q1 2025.

North Berkeley Wealth Management first reported a position in INTC in Q4 2024 and has held it in 3 quarters since. 3,559 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • North Berkeley Wealth Management held 3,977 shares of Intel worth $555K as of Q2 2026.
  • Intel was a new North Berkeley Wealth Management position in Q2 2026.
  • Intel made up 0.22% of North Berkeley Wealth Management's portfolio in Q2 2026, its #49 holding.
  • North Berkeley Wealth Management first reported a position in Intel in Q4 2024 and has held it in 3 quarters since.
  • 3,559 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.