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Zynergy Retirement Planning’s Intel INTC Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-494
Closed -$9.9K – 64
2025
Q1 		$9.9K Hold
494
– – 0.01% 87
2024
Q4 		$11.6K Hold
494
– – 0.01% 77
2024
Q3 		$11.6K Hold
494
– – 0.01% 77
2024
Q2 		$15.3K Buy
+494
New +$16.2K 0.01% 76

Other funds holding INTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zynergy Retirement Planning's INTC Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Intel (INTC) in Q2 2025, closing a stake of 494 shares — an estimated $9.9K sold.

Zynergy Retirement Planning first reported a position in INTC in Q2 2024 and held it in 4 quarters. The position peaked at $15.3K in Q2 2024. 2,012 funds tracked by Wall St. Rank hold INTC as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Intel position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 494 Intel shares in Q2 2025, an estimated $9.9K.
  • Zynergy Retirement Planning first reported a position in Intel in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Intel position peaked at $15.3K in Q2 2024.
  • 2,012 funds tracked by Wall St. Rank held Intel as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.