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Exencial Wealth Advisors’s InterDigital IDCC Stock Holding History

Exencial 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
Q1 		$310K Buy
1,026
+15
+1% +$5.1K 0.01% 475
2025
Q4 		$322K Buy
1,011
+1
+0.1% +$354 0.01% 455
2025
Q3 		$349K Buy
1,010
+3
+0.3% +$815 0.01% 432
2025
Q2 		$226K Buy
1,007
+4
+0.4% +$847 0.01% 467
2025
Q1 		$207K Buy
+1,003
New +$202K 0.01% 480

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Exencial Wealth Advisors's IDCC Position: Q1 2026 in Review

Exencial Wealth Advisors increased its InterDigital (IDCC) stake by 1.5% in Q1 2026, buying an estimated $5.1K and bringing the position to 1,026 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #475.

Exencial Wealth Advisors first reported a position in IDCC in Q1 2025 and has held it in 5 quarters since. The position peaked at $349K in Q3 2025. 575 funds tracked by Wall St. Rank hold IDCC as of Q1 2026.

  • Exencial Wealth Advisors held 1,026 shares of InterDigital worth $310K as of Q1 2026.
  • Exencial Wealth Advisors bought 15 InterDigital shares in Q1 2026, an estimated $5.1K.
  • InterDigital made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #475 holding.
  • Exencial Wealth Advisors first reported a position in InterDigital in Q1 2025 and has held it in 5 quarters since.
  • Exencial Wealth Advisors's InterDigital position peaked at $349K in Q3 2025.
  • 575 funds tracked by Wall St. Rank held InterDigital as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.