Key Financial Inc’s InterDigital IDCC Stock Holding History

Key Financial Inc’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	$283K	Sell	1,000 -3,507	-78%	-$1.04M	0.05%	255
2026 Q1	$1.36M	Hold	4,507	–	–	0.24%	81
2025 Q4	$1.43M	Sell	4,507 -567	-11%	-$200K	0.26%	72
2025 Q3	$1.77M	Hold	5,074	–	–	0.33%	59
2025 Q2	$1.14M	Hold	5,074	–	–	0.23%	84
2025 Q1	$1.05M	Hold	5,074	–	–	0.23%	78
2024 Q4	$983K	Sell	5,074 -1,326	-21%	-$232K	0.22%	83
2024 Q3	$906K	Hold	6,400	–	–	0.2%	94
2024 Q2	$746K	Hold	6,400	–	–	0.18%	101
2024 Q1	$681K	Buy	6,400 +6,000	+1,500%	+$634K	0.17%	105
2023 Q4	$43.4K	Hold	400	–	–	0.01%	450
2023 Q3	$32.1K	Hold	400	–	–	0.01%	479
2023 Q2	$38.6K	Hold	400	–	–	0.01%	450
2023 Q1	$29.2K	Hold	400	–	–	0.01%	469
2022 Q4	$16.2K	Hold	400	–	–	0.01%	531
2022 Q3	$16K	Hold	400	–	–	0.01%	536
2022 Q2	$24K	Hold	400	–	–	0.01%	471
2022 Q1	$26K	Hold	400	–	–	0.01%	456
2021 Q4	$29K	Hold	400	–	–	0.01%	422
2021 Q3	$27K	Hold	400	–	–	0.02%	420
2021 Q2	$26K	Hold	400	–	–	0.01%	430
2021 Q1	$25K	Hold	400	–	–	0.02%	362
2020 Q4	$24K	Buy	+400	New	+$24K	0.02%	345
2020 Q2	–	Sell	-400	Closed	-$19K	–	337
2020 Q1	$19K	Buy	+400	New	+$21.1K	0.02%	333

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

Key Financial Inc's IDCC Position: Q2 2026 in Review

Key Financial Inc reduced its InterDigital (IDCC) stake by 78% in Q2 2026, selling an estimated $1.04M and leaving 1,000 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #255.

Key Financial Inc first reported a position in IDCC in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.77M in Q3 2025. 510 funds tracked by Wall St. Rank hold IDCC as of Q2 2026.

Key Financial Inc held 1,000 shares of InterDigital worth $283K as of Q2 2026.
Key Financial Inc sold 3,507 InterDigital shares in Q2 2026, an estimated $1.04M.
InterDigital made up 0.05% of Key Financial Inc's portfolio in Q2 2026, its #255 holding.
Key Financial Inc first reported a position in InterDigital in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's InterDigital position peaked at $1.77M in Q3 2025.
510 funds tracked by Wall St. Rank held InterDigital as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.