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Congress Wealth Management’s InterDigital IDCC Stock Holding History

Congress Wealth Management’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
-45,777
Closed -$9.47M – 1196
2025
Q1 		$9.47M Buy
45,777
+1,537
+3% +$309K 0.11% 212
2024
Q4 		$8.57M Buy
+44,240
New +$7.74M 0.12% 218

Other funds holding IDCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

Congress Wealth Management's IDCC Position: Q2 2025 in Review

Congress Wealth Management sold out of InterDigital (IDCC) in Q2 2025, closing a stake of 45,777 shares — an estimated $9.47M sold.

Congress Wealth Management first reported a position in IDCC in Q4 2024 and held it in 2 quarters. The position peaked at $9.47M in Q1 2025. 508 funds tracked by Wall St. Rank hold IDCC as of Q2 2025.

  • Congress Wealth Management reported no remaining InterDigital position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 45,777 InterDigital shares in Q2 2025, an estimated $9.47M.
  • Congress Wealth Management first reported a position in InterDigital in Q4 2024 and held it in 2 quarters.
  • Congress Wealth Management's InterDigital position peaked at $9.47M in Q1 2025.
  • 508 funds tracked by Wall St. Rank held InterDigital as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.