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Pacific Excel Wealth Advisors’s Intel INTC Stock Holding History

Pacific Excel 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 		$725K Buy
+5,192
New +$525K 0.28% 77

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Pacific Excel Wealth Advisors's INTC Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Intel (INTC) in Q2 2026: 5,192 shares worth $725K. The stake represents 0.28% of the portfolio and ranks #77 among its holdings.

3,577 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Pacific Excel Wealth Advisors held 5,192 shares of Intel worth $725K as of Q2 2026.
  • Intel was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Intel made up 0.28% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • 3,577 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.