Morton Brown Family Wealth’s InterDigital IDCC Stock Holding History

Morton Brown Family Wealth’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	$241K	Hold	850	–	–	0.05%	65
2026 Q1	$257K	Hold	850	–	–	0.07%	55
2025 Q4	$271K	Sell	850 -200	-19%	-$70.7K	0.07%	52
2025 Q3	$362K	Hold	1,050	–	–	0.1%	39
2025 Q2	$235K	Sell	1,050 -500	-32%	-$106K	0.07%	53
2025 Q1	$320K	Hold	1,550	–	–	0.11%	41
2024 Q4	$300K	Buy	+1,550	New	+$271K	0.1%	45

Other funds holding IDCC

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Morton Brown Family Wealth's IDCC Position: Q2 2026 in Review

Morton Brown Family Wealth held its InterDigital (IDCC) position steady in Q2 2026 at 850 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #65.

Morton Brown Family Wealth first reported a position in IDCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $362K in Q3 2025. 99 funds tracked by Wall St. Rank hold IDCC as of Q2 2026.

Morton Brown Family Wealth held 850 shares of InterDigital worth $241K as of Q2 2026.
Morton Brown Family Wealth left its InterDigital share count unchanged in Q2 2026.
InterDigital made up 0.05% of Morton Brown Family Wealth's portfolio in Q2 2026, its #65 holding.
Morton Brown Family Wealth first reported a position in InterDigital in Q4 2024 and has held it in 7 quarters since.
Morton Brown Family Wealth's InterDigital position peaked at $362K in Q3 2025.
99 funds tracked by Wall St. Rank held InterDigital as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.