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EP Wealth Advisors’s InterDigital IDCC Stock Holding History

EP Wealth Advisors’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
2026
Q2 		– Sell
-812
Closed -$245K – 1792
2026
Q1 		$245K Sell
812
-186
-19% -$63.2K ﹤0.01% 1287
2025
Q4 		$318K Buy
+998
New +$353K ﹤0.01% 1107
2025
Q2 		$211K Sell
942
-92
-9% -$19.5K ﹤0.01% 1224
2025
Q1 		$214K Buy
+1,034
New +$208K ﹤0.01% 1103

Other funds holding IDCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EP Wealth Advisors's IDCC Position: Q2 2026 in Review

EP Wealth Advisors sold out of InterDigital (IDCC) in Q2 2026, closing a stake of 812 shares — an estimated $245K sold.

EP Wealth Advisors first reported a position in IDCC in Q1 2025 and held it in 4 quarters. The position peaked at $318K in Q4 2025. 510 funds tracked by Wall St. Rank hold IDCC as of Q2 2026.

  • EP Wealth Advisors reported no remaining InterDigital position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 812 InterDigital shares in Q2 2026, an estimated $245K.
  • EP Wealth Advisors first reported a position in InterDigital in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's InterDigital position peaked at $318K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held InterDigital as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.