Optimize Financial’s Intel INTC Stock Holding History

Optimize Financial’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
2025 Q3	–	Sell	-91,519	Closed	-$2.05M	–	384
2025 Q2	$2.05M	Sell	91,519 -658	-0.7%	-$13.6K	1.25%	20
2025 Q1	$2.09M	Buy	92,177 +3,047	+3%	+$66.7K	0.79%	3
2024 Q4	$1.79M	Buy	+89,130	New	+$2.01M	1.34%	20

Other funds holding INTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Optimize Financial's INTC Position: Q3 2025 in Review

Optimize Financial sold out of Intel (INTC) in Q3 2025, closing a stake of 91,519 shares — an estimated $2.05M sold.

Optimize Financial first reported a position in INTC in Q4 2024 and held it in 3 quarters. The position peaked at $2.09M in Q1 2025. 2,209 funds tracked by Wall St. Rank hold INTC as of Q3 2025.

Optimize Financial reported no remaining Intel position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 91,519 Intel shares in Q3 2025, an estimated $2.05M.
Optimize Financial first reported a position in Intel in Q4 2024 and held it in 3 quarters.
Optimize Financial's Intel position peaked at $2.09M in Q1 2025.
2,209 funds tracked by Wall St. Rank held Intel as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.