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Peterson Wealth Services’s InterDigital IDCC Stock Holding History

Peterson Wealth Services’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 		$672K Buy
2,375
+123
+5% +$36.6K 0.15% 93
2026
Q1 		$680K Buy
2,252
+138
+7% +$46.9K 0.17% 82
2025
Q4 		$673K Buy
2,114
+1,737
+461% +$614K 0.17% 79
2025
Q3 		$737K Sell
377
-1,625
-81% -$441K 0.18% 80
2025
Q2 		$449K Buy
+2,002
New +$424K 0.12% 99

Other funds holding IDCC

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
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
VF
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Peterson Wealth Services's IDCC Position: Q2 2026 in Review

Peterson Wealth Services increased its InterDigital (IDCC) stake by 5.5% in Q2 2026, buying an estimated $36.6K and bringing the position to 2,375 shares worth $672K. The position accounts for 0.15% of the portfolio, ranked #93.

Peterson Wealth Services first reported a position in IDCC in Q2 2025 and has held it in 5 quarters since. The position peaked at $737K in Q3 2025. 163 funds tracked by Wall St. Rank hold IDCC as of Q2 2026.

  • Peterson Wealth Services held 2,375 shares of InterDigital worth $672K as of Q2 2026.
  • Peterson Wealth Services bought 123 InterDigital shares in Q2 2026, an estimated $36.6K.
  • InterDigital made up 0.15% of Peterson Wealth Services's portfolio in Q2 2026, its #93 holding.
  • Peterson Wealth Services first reported a position in InterDigital in Q2 2025 and has held it in 5 quarters since.
  • Peterson Wealth Services's InterDigital position peaked at $737K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held InterDigital as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.