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SOA Wealth Advisors’s Intel INTC Stock Holding History

SOA 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 		$722K Buy
5,169
+80
+2% +$8.09K 0.12% 102
2026
Q1 		$225K Sell
5,089
-5,870
-54% -$269K 0.04% 183
2025
Q4 		$404K Sell
10,959
-18
-0.2% -$680 0.07% 141
2025
Q3 		$368K Sell
10,977
-3,207
-23% -$77.7K 0.06% 145
2025
Q2 		$318K Sell
14,184
-255
-2% -$5.28K 0.06% 158
2025
Q1 		$328K Buy
14,439
+5,115
+55% +$112K 0.07% 143
2024
Q4 		$187K Buy
9,324
+248
+3% +$5.59K 0.03% 187
2024
Q3 		$213K Buy
9,076
+615
+7% +$15.4K 0.04% 181
2024
Q2 		$262K Sell
8,461
-1,370
-14% -$44.9K 0.05% 156
2024
Q1 		$434K Buy
9,831
+395
+4% +$17.6K 0.09% 117
2023
Q4 		$474K Sell
9,436
-603
-6% -$24.5K 0.11% 101
2023
Q3 		$357K Buy
10,039
+13
+0.1% +$453 0.09% 118
2023
Q2 		$335K Sell
10,026
-68
-0.7% -$2.13K 0.08% 124
2023
Q1 		$330K Buy
10,094
+555
+6% +$15.7K 0.08% 118
2022
Q4 		$252K Sell
9,539
-164
-2% -$4.55K 0.07% 132
2022
Q3 		$250K Sell
9,703
-23,686
-71% -$808K 0.08% 128
2022
Q2 		$1.25M Buy
33,389
+3,249
+11% +$141K 0.37% 56
2022
Q1 		$1.49M Buy
30,140
+23,396
+347% +$1.16M 0.36% 58
2021
Q4 		$348K Sell
6,744
-2,580
-28% -$132K 0.08% 121
2021
Q3 		$496K Buy
9,324
+40
+0.4% +$2.17K 0.13% 100
2021
Q2 		$521K Buy
9,284
+2,028
+28% +$119K 0.13% 97
2021
Q1 		$464K Buy
7,256
+48
+0.7% +$2.86K 0.13% 96
2020
Q4 		$424K Buy
+7,208
New +$352K 0.12% 98

Other funds holding INTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

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

SOA Wealth Advisors increased its Intel (INTC) stake by 1.6% in Q2 2026, buying an estimated $8.09K and bringing the position to 5,169 shares worth $722K. The position accounts for 0.12% of the portfolio, ranked #102.

SOA Wealth Advisors first reported a position in INTC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.49M in Q1 2022. 3,559 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • SOA Wealth Advisors held 5,169 shares of Intel worth $722K as of Q2 2026.
  • SOA Wealth Advisors bought 80 Intel shares in Q2 2026, an estimated $8.09K.
  • Intel made up 0.12% of SOA Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • SOA Wealth Advisors first reported a position in Intel in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Intel position peaked at $1.49M in Q1 2022.
  • 3,559 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.