Kestra Private Wealth Services’s InterDigital IDCC Stock Holding History

Kestra Private Wealth Services’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 Q3	$568K	Buy	1,741 +128	+8%	+$40K	0.01%	1163
2026 Q2	$457K	Sell	1,613 -54	-3%	-$16.1K	0.01%	1289
2026 Q1	$503K	Sell	1,667 -289	-15%	-$98.2K	0.01%	1203
2025 Q4	$623K	Buy	1,956 +39	+2%	+$13.8K	0.01%	1044
2025 Q3	$662K	Buy	1,917 +91	+5%	+$24.7K	0.01%	963
2025 Q2	$409K	Buy	+1,826	New	+$387K	0.01%	1124

Other funds holding IDCC

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Kestra Private Wealth Services's IDCC Position: Q3 2026 in Review

Kestra Private Wealth Services increased its InterDigital (IDCC) stake by 7.9% in Q3 2026, buying an estimated $40K and bringing the position to 1,741 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #1163.

Kestra Private Wealth Services first reported a position in IDCC in Q2 2025 and has held it in 6 quarters since. The position peaked at $662K in Q3 2025. 307 funds tracked by Wall St. Rank hold IDCC as of Q3 2026.

Kestra Private Wealth Services held 1,741 shares of InterDigital worth $568K as of Q3 2026.
Kestra Private Wealth Services bought 128 InterDigital shares in Q3 2026, an estimated $40K.
InterDigital made up 0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1163 holding.
Kestra Private Wealth Services first reported a position in InterDigital in Q2 2025 and has held it in 6 quarters since.
Kestra Private Wealth Services's InterDigital position peaked at $662K in Q3 2025.
307 funds tracked by Wall St. Rank held InterDigital as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.