INTC β€” INTEL CORP

Ownership history in Selective Wealth Management, Inc.  Β·  25 quarters on record

AI Ownership Summary

Selective Wealth Management, Inc. reported INTEL CORP (INTC) in 25 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.05% in 2023 Q4. The latest visible filing shows INTC at 0.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Selective Wealth Management, Inc.'s position in INTEL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

INTC was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Selective Wealth Management, Inc. held INTC β€” position size vs. price
% of Fund (quarterly)    INTC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 54,150 -4,563 -7.8% 0.82% $2.6M 2026-02-14 (Est.) $46.79
2025 Q3 REDUCED 58,713 -3,021 -4.9% 0.70% $2.2M 2025-10-10 $36.37
2025 Q2 REDUCED 61,734 -1,828 -2.9% 0.53% $1.4M 2025-07-10 $23.82
2025 Q1 REDUCED 63,562 -2,181 -3.3% 0.55% $1.3M 2025-04-14 $20.31
2024 Q4 REDUCED 65,743 -5,070 -7.2% 0.51% $1.3M 2025-01-15 $19.72
2024 Q3 REDUCED 70,813 -7,653 -9.8% 0.69% $1.7M 2024-10-09 $23.46
2024 Q2 REDUCED 78,466 -5,796 -6.9% 1.20% $2.7M 2024-07-10 $34.65
2024 Q1 REDUCED 84,262 -2,631 -3.0% 1.36% $3.1M 2024-04-11 $37.24
2023 Q4 REDUCED 86,893 -7,128 -7.6% 2.05% $4.1M 2024-01-05 $46.27
2023 Q3 REDUCED 94,021 -5,292 -5.3% 1.86% $3.4M 2023-10-10 $35.83
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Selective Wealth Management, Inc. and INTC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Selective Wealth Management, Inc. reported owning INTC?

Selective Wealth Management, Inc. reported INTC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported INTC position in Selective Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for INTC was 2.05% in 2023 Q4.

What is the latest reported INTC position on this page?

The most recent filing on this page is 2025 Q4, when Selective Wealth Management, Inc. reported 54,150 shares, equal to 0.82% of portfolio, with an estimated market value of $2.6M.

What does the chart on this INTC ownership page compare?

The chart compares Selective Wealth Management, Inc.'s quarterly INTC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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