Sterling Financial Planning’s Intel INTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$237K Buy
+1,700
New +$172K 0.06% 113
2021
Q4
– Sell
-1,504
Closed -$80K – 237
2021
Q3
$80K Sell
1,504
-53
-3% -$2.87K 0.05% 143
2021
Q2
$87K Buy
1,557
+21
+1% +$1.23K 0.06% 127
2021
Q1
$98K Sell
1,536
-167
-10% -$9.95K 0.07% 106
2020
Q4
$85K Buy
+1,703
New +$83.2K 0.07% 111

Other funds holding INTC

Sterling Financial Planning's INTC Position: Q2 2026 in Review

Sterling Financial Planning opened a new position in Intel (INTC) in Q2 2026: 1,700 shares worth $237K. The stake represents 0.06% of the portfolio and ranks #113 among its holdings. This is a return to the name: Sterling Financial Planning previously reported a position in INTC as recently as Q3 2021.

Sterling Financial Planning first reported a position in INTC in Q4 2020 and has held it in 5 quarters since. 3,577 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Sterling Financial Planning held 1,700 shares of Intel worth $237K as of Q2 2026.
  • Intel was a new Sterling Financial Planning position in Q2 2026.
  • Intel made up 0.06% of Sterling Financial Planning's portfolio in Q2 2026, its #113 holding.
  • Sterling Financial Planning first reported a position in Intel in Q4 2020 and has held it in 5 quarters since.
  • 3,577 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.