LWA
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Ledgewood Wealth Advisors’s InterDigital IDCC Stock Holding History

Ledgewood 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
2025
Q4 		– Sell
-600
Closed -$207K – 74
2025
Q3 		$207K Buy
+600
New +$163K 0.12% 70

Other funds holding IDCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ledgewood Wealth Advisors's IDCC Position: Q4 2025 in Review

Ledgewood Wealth Advisors sold out of InterDigital (IDCC) in Q4 2025, closing a stake of 600 shares — an estimated $207K sold.

Ledgewood Wealth Advisors first reported a position in IDCC in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 573 funds tracked by Wall St. Rank hold IDCC as of Q4 2025.

  • Ledgewood Wealth Advisors reported no remaining InterDigital position as of Q4 2025 after selling out during the quarter.
  • Ledgewood Wealth Advisors sold 600 InterDigital shares in Q4 2025, an estimated $207K.
  • Ledgewood Wealth Advisors first reported a position in InterDigital in Q3 2025 and held it in 1 quarter.
  • Ledgewood Wealth Advisors's InterDigital position peaked at $207K in Q3 2025.
  • 573 funds tracked by Wall St. Rank held InterDigital as of Q4 2025.

Based on Ledgewood Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.