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Sax Wealth Advisors’s Intel INTC Stock Holding History

Sax 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 		$941K Buy
21,328
+6,198
+41% +$627K 0.04% 241
2026
Q1 		$558K Sell
15,130
-1,000
-6% -$45.8K 0.03% 274
2025
Q4 		$595K Buy
16,130
+4,251
+36% +$161K 0.03% 269
2025
Q3 		$399K Buy
11,879
+81
+0.7% +$1.96K 0.02% 312
2025
Q2 		$264K Sell
11,798
-639
-5% -$13.2K 0.02% 362
2025
Q1 		$282K Buy
12,437
+210
+2% +$4.59K 0.02% 303
2024
Q4 		$245K Sell
12,227
-1,027
-8% -$23.1K 0.02% 294
2024
Q3 		$311K Buy
13,254
+922
+7% +$23K 0.03% 219
2024
Q2 		$382K Buy
12,332
+1,621
+15% +$53.1K 0.04% 177
2024
Q1 		$473K Buy
10,711
+2
+0% +$89 0.06% 121
2023
Q4 		$538K Buy
10,709
+9
+0.1% +$366 0.09% 114
2023
Q3 		$380K Buy
10,700
+360
+3% +$12.5K 0.07% 129
2023
Q2 		$346K Sell
10,340
-282
-3% -$8.85K 0.07% 136
2023
Q1 		$347K Buy
10,622
+407
+4% +$11.5K 0.08% 130
2022
Q4 		$270K Sell
10,215
-1,224
-11% -$34K 0.06% 142
2022
Q3 		$295K Buy
11,439
+5
+0% +$170 0.08% 130
2022
Q2 		$428K Buy
11,434
+471
+4% +$20.4K 0.11% 115
2022
Q1 		$543K Sell
10,963
-1,510
-12% -$74.8K 0.13% 100
2021
Q4 		$642K Buy
12,473
+1,721
+16% +$88K 0.13% 101
2021
Q3 		$573K Buy
10,752
+200
+2% +$10.8K 0.14% 98
2021
Q2 		$592K Buy
10,552
+2
+0% +$117 0.2% 91
2021
Q1 		$675K Sell
10,550
-41
-0.4% -$2.44K 0.25% 74
2020
Q4 		$528K Buy
+10,591
New +$517K 0.24% 74

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Sax Wealth Advisors increased its Intel (INTC) stake by 41% in Q2 2026, buying an estimated $627K and bringing the position to 21,328 shares worth $941K. The position accounts for 0.04% of the portfolio, ranked #241.

Sax Wealth Advisors first reported a position in INTC in Q4 2020 and has held it in 23 quarters since. 903 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Sax Wealth Advisors held 21,328 shares of Intel worth $941K as of Q2 2026.
  • Sax Wealth Advisors bought 6,198 Intel shares in Q2 2026, an estimated $627K.
  • Intel made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #241 holding.
  • Sax Wealth Advisors first reported a position in Intel in Q4 2020 and has held it in 23 quarters since.
  • 903 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.