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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
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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Root Financial Partners's INTC Position: Q1 2026 in Review

Root Financial Partners reduced its Intel (INTC) stake by 0.47% in Q1 2026, selling an estimated $1.15K and leaving 5,294 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #307.

Root Financial Partners first reported a position in INTC in Q3 2025 and has held it in 3 quarters since. 2,568 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

  • Root Financial Partners held 5,294 shares of Intel worth $234K as of Q1 2026.
  • Root Financial Partners sold 25 Intel shares in Q1 2026, an estimated $1.15K.
  • Intel made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #307 holding.
  • Root Financial Partners first reported a position in Intel in Q3 2025 and has held it in 3 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.