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Whipplewood Advisors’s Intel INTC Stock Holding History

Whipplewood Advisors’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 		– Sell
-73
Closed -$3.22K – 852
2026
Q1 		$3.22K Buy
+73
New +$3.35K ﹤0.01% 692
2025
Q3 		– Sell
-106
Closed -$2.37K – 730
2025
Q2 		$2.37K Sell
106
-2,999
-97% -$62.1K ﹤0.01% 842
2025
Q1 		$71.9K Sell
3,105
-106
-3% -$2.32K 0.04% 257
2024
Q4 		$64.4K Buy
+3,211
New +$72.4K 0.04% 278

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Whipplewood Advisors's INTC Position: Q2 2026 in Review

Whipplewood Advisors sold out of Intel (INTC) in Q2 2026, closing a stake of 73 shares — an estimated $3.22K sold.

Whipplewood Advisors first reported a position in INTC in Q4 2024 and held it in 4 quarters. The position peaked at $71.9K in Q1 2025. 3,577 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Whipplewood Advisors reported no remaining Intel position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 73 Intel shares in Q2 2026, an estimated $3.22K.
  • Whipplewood Advisors first reported a position in Intel in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Intel position peaked at $71.9K in Q1 2025.
  • 3,577 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.