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Octavia Wealth Advisors’s Intel INTC Stock Holding History

Octavia 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
Q2 		$402K Buy
+2,877
New +$291K 0.03% 146
2024
Q3 		– Sell
-9,750
Closed -$302K – 227
2024
Q2 		$302K Buy
9,750
+1,691
+21% +$55.4K 0.04% 167
2024
Q1 		$356K Sell
8,059
-3,144
-28% -$140K 0.05% 149
2023
Q4 		$563K Sell
11,203
-2,259
-17% -$91.8K 0.1% 109
2023
Q3 		$479K Sell
13,462
-774
-5% -$27K 0.1% 104
2023
Q2 		$476K Buy
14,236
+1,078
+8% +$33.8K 0.1% 105
2023
Q1 		$430K Sell
13,158
-581
-4% -$16.5K 0.1% 100
2022
Q4 		$363K Sell
13,739
-100
-0.7% -$2.78K 0.09% 119
2022
Q3 		$357K Sell
13,839
-489
-3% -$16.7K 0.1% 113
2022
Q2 		$536K Buy
14,328
+1,740
+14% +$75.3K 0.14% 90
2022
Q1 		$624K Sell
12,588
-225
-2% -$11.2K 0.14% 86
2021
Q4 		$660K Sell
12,813
-742
-5% -$37.9K 0.14% 84
2021
Q3 		$721K Buy
13,555
+1,254
+10% +$68K 0.18% 73
2021
Q2 		$691K Sell
12,301
-1
-0% -$59 0.18% 75
2021
Q1 		$787K Buy
12,302
+332
+3% +$19.8K 0.23% 69
2020
Q4 		$596K Buy
+11,970
New +$585K 0.19% 83

Other funds holding INTC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM

Octavia Wealth Advisors's INTC Position: Q2 2026 in Review

Octavia Wealth Advisors opened a new position in Intel (INTC) in Q2 2026: 2,877 shares worth $402K. The stake represents 0.03% of the portfolio and ranks #146 among its holdings. This is a return to the name: Octavia Wealth Advisors previously reported a position in INTC as recently as Q2 2024.

Octavia Wealth Advisors first reported a position in INTC in Q4 2020 and has held it in 16 quarters since. The position peaked at $787K in Q1 2021. 1,393 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Octavia Wealth Advisors held 2,877 shares of Intel worth $402K as of Q2 2026.
  • Intel was a new Octavia Wealth Advisors position in Q2 2026.
  • Intel made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #146 holding.
  • Octavia Wealth Advisors first reported a position in Intel in Q4 2020 and has held it in 16 quarters since.
  • Octavia Wealth Advisors's Intel position peaked at $787K in Q1 2021.
  • 1,393 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.