Oak Wealth Advisors’s Intel INTC Stock Holding History

Oak 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	–	Sell	-1,643	Closed	-$229K	–	78
2026 Q2	$229K	Buy	+1,643	New	+$166K	0.11%	64

Other funds holding INTC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Oak Wealth Advisors sold out of Intel (INTC) in Q3 2026, closing a stake of 1,643 shares — an estimated $229K sold.

Oak Wealth Advisors first reported a position in INTC in Q2 2026 and held it in 1 quarter. The position peaked at $229K in Q2 2026. 2,520 funds tracked by Wall St. Rank hold INTC as of Q3 2026.

Oak Wealth Advisors reported no remaining Intel position as of Q3 2026 after selling out during the quarter.
Oak Wealth Advisors sold 1,643 Intel shares in Q3 2026, an estimated $229K.
Oak Wealth Advisors first reported a position in Intel in Q2 2026 and held it in 1 quarter.
Oak Wealth Advisors's Intel position peaked at $229K in Q2 2026.
2,520 funds tracked by Wall St. Rank held Intel as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.