Peterson Wealth Services
IDCC icon

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
Q3 		$870K Buy
2,668
+293
+12% +$91.6K 0.18% 80
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Peterson Wealth Services's IDCC Position: Q3 2026 in Review

Peterson Wealth Services increased its InterDigital (IDCC) stake by 12% in Q3 2026, buying an estimated $91.6K and bringing the position to 2,668 shares worth $870K. The position accounts for 0.18% of the portfolio, ranked #80.

Peterson Wealth Services first reported a position in IDCC in Q2 2025 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold IDCC as of Q3 2026.

  • Peterson Wealth Services held 2,668 shares of InterDigital worth $870K as of Q3 2026.
  • Peterson Wealth Services bought 293 InterDigital shares in Q3 2026, an estimated $91.6K.
  • InterDigital made up 0.18% of Peterson Wealth Services's portfolio in Q3 2026, its #80 holding.
  • Peterson Wealth Services first reported a position in InterDigital in Q2 2025 and has held it in 6 quarters since.
  • 155 funds tracked by Wall St. Rank held InterDigital as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.