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Summit Financial Strategies’s Intel INTC Stock Holding History

Summit Financial Strategies’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 		$611K Sell
4,379
-166
-4% -$16.8K 0.04% 91
2026
Q1 		$201K Buy
+4,545
New +$208K 0.02% 160
2024
Q3 		– Sell
-7,365
Closed -$228K – 152
2024
Q2 		$228K Buy
7,365
+511
+7% +$16.7K 0.03% 129
2024
Q1 		$303K Sell
6,854
-531
-7% -$23.7K 0.04% 111
2023
Q4 		$371K Buy
7,385
+265
+4% +$10.8K 0.06% 95
2023
Q3 		$253K Sell
7,120
-826
-10% -$28.8K 0.05% 106
2023
Q2 		$266K Buy
7,946
+1,655
+26% +$52K 0.05% 102
2023
Q1 		$206K Sell
6,291
-2,257
-26% -$63.9K 0.04% 116
2022
Q4 		$226K Sell
8,548
-3,700
-30% -$103K 0.05% 103
2022
Q3 		$316K Buy
12,248
+4,283
+54% +$146K 0.08% 87
2022
Q2 		$298K Buy
7,965
+108
+1% +$4.67K 0.07% 87
2022
Q1 		$389K Buy
7,857
+313
+4% +$15.5K 0.08% 74
2021
Q4 		$389K Sell
7,544
-38
-0.5% -$1.94K 0.08% 74
2021
Q3 		$404K Sell
7,582
-188
-2% -$10.2K 0.08% 74
2021
Q2 		$436K Buy
7,770
+1,166
+18% +$68.4K 0.09% 72
2021
Q1 		$423K Hold
6,604
– – 0.15% 39
2020
Q4 		$329K Buy
6,604
+802
+14% +$39.2K 0.11% 62
2020
Q3 		$300K Sell
5,802
-400
-6% -$20.8K 0.12% 61
2020
Q2 		$371K Sell
6,202
-171
-3% -$10.2K 0.16% 41
2020
Q1 		$345K Buy
6,373
+84
+1% +$4.97K 0.19% 35
2019
Q4 		$376K Buy
+6,289
New +$352K 0.18% 35
2019
Q2 		– Sell
-3,814
Closed -$205K – 61
2019
Q1 		$205K Buy
+3,814
New +$193K 0.1% 56
2018
Q4 		– Sell
-4,314
Closed -$204K – 62
2018
Q3 		$204K Sell
4,314
-461
-10% -$22.4K 0.09% 58
2018
Q2 		$237K Hold
4,775
– – 0.12% 48
2018
Q1 		$249K Buy
+4,775
New +$227K 0.13% 41

Other funds holding INTC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Summit Financial Strategies's INTC Position: Q2 2026 in Review

Summit Financial Strategies reduced its Intel (INTC) stake by 3.7% in Q2 2026, selling an estimated $16.8K and leaving 4,379 shares worth $611K. The position accounts for 0.04% of the portfolio, ranked #91.

Summit Financial Strategies first reported a position in INTC in Q1 2018 and has held it in 25 quarters since. 1,694 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Summit Financial Strategies held 4,379 shares of Intel worth $611K as of Q2 2026.
  • Summit Financial Strategies sold 166 Intel shares in Q2 2026, an estimated $16.8K.
  • Intel made up 0.04% of Summit Financial Strategies's portfolio in Q2 2026, its #91 holding.
  • Summit Financial Strategies first reported a position in Intel in Q1 2018 and has held it in 25 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.