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Root Financial Partners’s Intel INTC Stock Holding History

Root Financial Partners’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 		$1.1M Buy
7,888
+2,594
+49% +$262K 0.04% 118
2026
Q1 		$234K Sell
5,294
-25
-0.5% -$1.15K 0.01% 307
2025
Q4 		$196K Buy
5,319
+374
+8% +$14.1K 0.01% 305
2025
Q3 		$166K Buy
+4,945
New +$120K 0.01% 318

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Root Financial Partners's INTC Position: Q2 2026 in Review

Root Financial Partners increased its Intel (INTC) stake by 49% in Q2 2026, buying an estimated $262K and bringing the position to 7,888 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #118.

Root Financial Partners first reported a position in INTC in Q3 2025 and has held it in 4 quarters since. 3,565 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Root Financial Partners held 7,888 shares of Intel worth $1.1M as of Q2 2026.
  • Root Financial Partners bought 2,594 Intel shares in Q2 2026, an estimated $262K.
  • Intel made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #118 holding.
  • Root Financial Partners first reported a position in Intel in Q3 2025 and has held it in 4 quarters since.
  • 3,565 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.