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Waller Financial Planning Group’s Intel INTC Stock Holding History

Waller Financial Planning Group’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 		$444K Buy
+3,181
New +$322K 0.09% 53
2024
Q2 		– Sell
-4,632
Closed -$205K – 71
2024
Q1 		$205K Sell
4,632
-96
-2% -$4.28K 0.05% 62
2023
Q4 		$238K Buy
+4,728
New +$192K 0.06% 56
2022
Q4 		– Sell
-3,224
Closed -$83K – 58
2022
Q3 		$83K Buy
+3,224
New +$110K 0.03% 52

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

Waller Financial Planning Group's INTC Position: Q2 2026 in Review

Waller Financial Planning Group opened a new position in Intel (INTC) in Q2 2026: 3,181 shares worth $444K. The stake represents 0.09% of the portfolio and ranks #53 among its holdings. This is a return to the name: Waller Financial Planning Group previously reported a position in INTC as recently as Q1 2024.

Waller Financial Planning Group first reported a position in INTC in Q3 2022 and has held it in 4 quarters since. 1,694 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Waller Financial Planning Group held 3,181 shares of Intel worth $444K as of Q2 2026.
  • Intel was a new Waller Financial Planning Group position in Q2 2026.
  • Intel made up 0.09% of Waller Financial Planning Group's portfolio in Q2 2026, its #53 holding.
  • Waller Financial Planning Group first reported a position in Intel in Q3 2022 and has held it in 4 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.