Kingsview Wealth Management’s InterDigital IDCC Stock Holding History

Kingsview Wealth Management’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	$4.15M	Buy	13,728 +1,665	+14%	+$566K	0.06%	341
2025 Q4	$3.84M	Buy	12,063 +8,861	+277%	+$3.13M	0.06%	330
2025 Q3	$1.11M	Sell	3,202 -11,423	-78%	-$3.1M	0.02%	581
2025 Q2	$3.28M	Buy	14,625 +11,489	+366%	+$2.43M	0.06%	324
2025 Q1	$648K	Sell	3,136 -59	-2%	-$11.9K	0.01%	650
2024 Q4	$619K	Sell	3,195 -74	-2%	-$12.9K	0.01%	678
2024 Q3	$463K	Hold	3,269	–	–	0.01%	746
2024 Q2	$381K	Hold	3,269	–	–	0.01%	765
2024 Q1	$348K	Hold	3,269	–	–	0.01%	767
2023 Q4	$355K	Sell	3,269 -700	-18%	-$64.8K	0.01%	718
2023 Q3	$318K	Sell	3,969 -15,953	-80%	-$1.39M	0.01%	733
2023 Q2	$1.92M	Buy	+19,922	New	+$1.61M	0.08%	254
2021 Q4	–	Sell	-4,444	Closed	-$301K	–	1002
2021 Q3	$301K	Buy	+4,444	New	+$308K	0.01%	682
2021 Q2	–	Sell	-11,925	Closed	-$776K	–	954
2021 Q1	$776K	Buy	+11,925	New	+$779K	0.04%	403

Other funds holding IDCC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return