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Concord Wealth Partners’s InterDigital IDCC Stock Holding History

Concord Wealth Partners’s Portfolio IDCC Stock Details IDCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-177
Closed -$36.6K – 883
2025
Q1 		$36.6K Buy
+177
New +$35.6K 0.01% 366

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State Street
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DGI
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Concord Wealth Partners's IDCC Position: Q2 2025 in Review

Concord Wealth Partners sold out of InterDigital (IDCC) in Q2 2025, closing a stake of 177 shares — an estimated $36.6K sold.

Concord Wealth Partners first reported a position in IDCC in Q1 2025 and held it in 1 quarter. The position peaked at $36.6K in Q1 2025. 508 funds tracked by Wall St. Rank hold IDCC as of Q2 2025.

  • Concord Wealth Partners reported no remaining InterDigital position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 177 InterDigital shares in Q2 2025, an estimated $36.6K.
  • Concord Wealth Partners first reported a position in InterDigital in Q1 2025 and held it in 1 quarter.
  • Concord Wealth Partners's InterDigital position peaked at $36.6K in Q1 2025.
  • 508 funds tracked by Wall St. Rank held InterDigital as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.