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 Q2	$766K	Hold	5,484	–	–	0.11%	135
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Summit Wealth Partners's INTC Position: Q2 2026 in Review

Summit Wealth Partners held its Intel (INTC) position steady in Q2 2026 at 5,484 shares worth $766K. The position accounts for 0.11% of the portfolio, ranked #135.

Summit Wealth Partners first reported a position in INTC in Q4 2019 and has held it in 13 quarters since. 3,554 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

Summit Wealth Partners held 5,484 shares of Intel worth $766K as of Q2 2026.
Summit Wealth Partners left its Intel share count unchanged in Q2 2026.
Intel made up 0.11% of Summit Wealth Partners's portfolio in Q2 2026, its #135 holding.
Summit Wealth Partners first reported a position in Intel in Q4 2019 and has held it in 13 quarters since.
3,554 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.