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Summit Wealth Partners’s Intel INTC Stock Holding History

Summit Wealth 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 		$242K Buy
+5,484
New +$251K 0.04% 243
2024
Q3 		– Sell
-6,867
Closed -$213K – 241
2024
Q2 		$213K Hold
6,867
– – 0.04% 214
2024
Q1 		$303K Sell
6,867
-600
-8% -$26.7K 0.06% 176
2023
Q4 		$375K Buy
+7,467
New +$303K 0.09% 140
2021
Q4 		– Sell
-4,501
Closed -$240K – 167
2021
Q3 		$240K Hold
4,501
– – 0.06% 139
2021
Q2 		$253K Hold
4,501
– – 0.06% 139
2021
Q1 		$288K Hold
4,501
– – 0.07% 126
2020
Q4 		$224K Hold
4,501
– – 0.06% 133
2020
Q3 		$233K Hold
4,501
– – 0.07% 136
2020
Q2 		$269K Hold
4,501
– – 0.09% 118
2020
Q1 		$244K Sell
4,501
-650
-13% -$38.5K 0.1% 97
2019
Q4 		$308K Buy
+5,151
New +$288K 0.11% 90

Other funds holding INTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return