JFS Wealth Advisors’s InterDigital IDCC Stock Holding History

JFS 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	$129K	Sell	456 -8	-2%	-$2.38K	0.01%	395
2026 Q1	$140K	Buy	464 +426	+1,121%	+$145K	0.01%	369
2025 Q4	$12.1K	Buy	38 +10	+36%	+$3.54K	﹤0.01%	915
2025 Q3	$9.67K	Hold	28	–	–	﹤0.01%	913
2025 Q2	$6.28K	Hold	28	–	–	﹤0.01%	1007
2025 Q1	$5.79K	Hold	28	–	–	﹤0.01%	1064
2024 Q4	$5.42K	Hold	28	–	–	﹤0.01%	1103
2024 Q3	$3.97K	Buy	28 +1	+4%	+$131	﹤0.01%	1201
2024 Q2	$3.15K	Hold	27	–	–	﹤0.01%	1256
2024 Q1	$2.88K	Hold	27	–	–	﹤0.01%	1307
2023 Q4	$2.93K	Hold	27	–	–	﹤0.01%	1269
2023 Q3	$2.17K	Hold	27	–	–	﹤0.01%	1331
2023 Q2	$2.61K	Hold	27	–	–	﹤0.01%	1284
2023 Q1	$1.97K	Buy	27 +7	+35%	+$487	﹤0.01%	1373
2022 Q4	$990	Buy	20 +18	+900%	+$878	﹤0.01%	1607
2022 Q3	$0	Sell	2 -30	-94%	-$1.62K	﹤0.01%	1815
2022 Q2	$2K	Buy	32 +13	+68%	+$798	﹤0.01%	1332
2022 Q1	$1K	Buy	19 +11	+138%	+$731	﹤0.01%	1652
2021 Q4	$1K	Buy	+8	New	+$558	﹤0.01%	1407

Other funds holding IDCC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JFS Wealth Advisors reduced its InterDigital (IDCC) stake by 1.7% in Q2 2026, selling an estimated $2.38K and leaving 456 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #395.

JFS Wealth Advisors first reported a position in IDCC in Q4 2021 and has held it in 19 quarters since. The position peaked at $140K in Q1 2026. 510 funds tracked by Wall St. Rank hold IDCC as of Q2 2026.

JFS Wealth Advisors held 456 shares of InterDigital worth $129K as of Q2 2026.
JFS Wealth Advisors sold 8 InterDigital shares in Q2 2026, an estimated $2.38K.
InterDigital made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #395 holding.
JFS Wealth Advisors first reported a position in InterDigital in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's InterDigital position peaked at $140K in Q1 2026.
510 funds tracked by Wall St. Rank held InterDigital as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.