OFA
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Oak Family Advisors’s InterDigital IDCC Stock Holding History

Oak Family 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
-500
Closed -$173K – 119
2025
Q3 		$173K Buy
+500
New +$136K 0.04% 105

Other funds holding IDCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Oak Family Advisors's IDCC Position: Q2 2026 in Review

Oak Family Advisors reduced its InterDigital (IDCC) stake by 14% in Q2 2026, selling an estimated $172K and leaving 3,670 shares worth $1.04M. The position accounts for 0.27% of the portfolio, ranked #64.

Oak Family Advisors first reported a position in IDCC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.71M in Q4 2024. 245 funds tracked by Wall St. Rank hold IDCC as of Q2 2026.

  • Oak Family Advisors held 3,670 shares of InterDigital worth $1.04M as of Q2 2026.
  • Oak Family Advisors sold 579 InterDigital shares in Q2 2026, an estimated $172K.
  • InterDigital made up 0.27% of Oak Family Advisors's portfolio in Q2 2026, its #64 holding.
  • Oak Family Advisors first reported a position in InterDigital in Q2 2024 and has held it in 9 quarters since.
  • Oak Family Advisors's InterDigital position peaked at $2.71M in Q4 2024.
  • 245 funds tracked by Wall St. Rank held InterDigital as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.