JWS
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Juncture Wealth Strategies’s InterDigital IDCC Stock Holding History

Juncture Wealth Strategies’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 		$473K Sell
1,672
-2,871
-63% -$854K 0.12% 115
2026
Q1 		$1.37M Sell
4,543
-4,423
-49% -$1.5M 0.46% 43
2025
Q4 		$2.85M Sell
8,966
-265
-3% -$93.7K 0.94% 19
2025
Q3 		$3.19M Sell
9,231
-284
-3% -$77.2K 1.07% 17
2025
Q2 		$2.13M Sell
9,515
-126
-1% -$26.7K 0.76% 23
2025
Q1 		$1.99M Sell
9,641
-295
-3% -$59.4K 0.77% 25
2024
Q4 		$1.92M Sell
9,936
-5
-0.1% -$874 0.72% 24
2024
Q3 		$1.41M Sell
9,941
-2
-0% -$262 0.55% 29
2024
Q2 		$1.16M Buy
9,943
+134
+1% +$14.3K 0.49% 36
2024
Q1 		$1.04M Buy
9,809
+246
+3% +$26K 0.45% 40
2023
Q4 		$1.04M Sell
9,563
-214
-2% -$19.8K 0.47% 40
2023
Q3 		$785K Buy
9,777
+4,320
+79% +$375K 0.38% 57
2023
Q2 		$527K Buy
+5,457
New +$442K 0.25% 82
2019
Q1 		– Sell
-3,198
Closed -$212K – 122
2018
Q4 		$212K Sell
3,198
-1,740
-35% -$127K 0.14% 98
2018
Q3 		$395K Buy
4,938
+1,315
+36% +$108K 0.21% 87
2018
Q2 		$293K Buy
3,623
+490
+16% +$39K 0.16% 89
2018
Q1 		$231K Buy
+3,133
New +$240K 0.13% 89

Other funds holding IDCC

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Juncture Wealth Strategies's IDCC Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its InterDigital (IDCC) stake by 63% in Q2 2026, selling an estimated $854K and leaving 1,672 shares worth $473K. The position accounts for 0.12% of the portfolio, ranked #115.

Juncture Wealth Strategies first reported a position in IDCC in Q1 2018 and has held it in 17 quarters since. The position peaked at $3.19M in Q3 2025. 44 funds tracked by Wall St. Rank hold IDCC as of Q2 2026.

  • Juncture Wealth Strategies held 1,672 shares of InterDigital worth $473K as of Q2 2026.
  • Juncture Wealth Strategies sold 2,871 InterDigital shares in Q2 2026, an estimated $854K.
  • InterDigital made up 0.12% of Juncture Wealth Strategies's portfolio in Q2 2026, its #115 holding.
  • Juncture Wealth Strategies first reported a position in InterDigital in Q1 2018 and has held it in 17 quarters since.
  • Juncture Wealth Strategies's InterDigital position peaked at $3.19M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held InterDigital as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.