EWA
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EverSource Wealth Advisors’s InterDigital IDCC Stock Holding History

EverSource 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 		$39.6K Sell
140
-257
-65% -$76.4K ﹤0.01% 1928
2026
Q1 		$120K Buy
397
+147
+59% +$50K ﹤0.01% 1329
2025
Q4 		$79.6K Buy
250
+124
+98% +$43.8K ﹤0.01% 1441
2025
Q3 		$43.5K Sell
126
-12
-9% -$3.26K ﹤0.01% 1797
2025
Q2 		$30.9K Sell
138
-11
-7% -$2.33K ﹤0.01% 1961
2025
Q1 		$30.8K Buy
149
+30
+25% +$6.04K ﹤0.01% 1465
2024
Q4 		$23.1K Buy
119
+38
+47% +$6.64K ﹤0.01% 1544
2024
Q3 		$11.5K Sell
81
-56
-41% -$7.34K ﹤0.01% 1780
2024
Q2 		$16.8K Buy
137
+75
+121% +$8.02K ﹤0.01% 1592
2024
Q1 		$6.12K Buy
62
+4
+7% +$423 ﹤0.01% 1948
2023
Q4 		$6.29K Buy
+58
New +$5.37K ﹤0.01% 1765
2022
Q2 		– Sell
-69
Closed -$4K – 1790
2022
Q1 		$4K Sell
69
-160
-70% -$10.6K ﹤0.01% 1334
2021
Q4 		$16K Buy
+229
New +$16K ﹤0.01% 769

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

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

EverSource Wealth Advisors reduced its InterDigital (IDCC) stake by 65% in Q2 2026, selling an estimated $76.4K and leaving 140 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

EverSource Wealth Advisors first reported a position in IDCC in Q4 2021 and has held it in 13 quarters since. The position peaked at $120K in Q1 2026. 510 funds tracked by Wall St. Rank hold IDCC as of Q2 2026.

  • EverSource Wealth Advisors held 140 shares of InterDigital worth $39.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 257 InterDigital shares in Q2 2026, an estimated $76.4K.
  • InterDigital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1928 holding.
  • EverSource Wealth Advisors first reported a position in InterDigital in Q4 2021 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's InterDigital position peaked at $120K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held InterDigital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.