Pinnacle Wealth Planning Services’s InterDigital IDCC Stock Holding History

Pinnacle Wealth Planning 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 Q1	$292K	Sell	967 -479	-33%	-$163K	0.03%	349
2025 Q4	$460K	Sell	1,446 -27	-2%	-$9.55K	0.05%	221
2025 Q3	$509K	Buy	1,473 +18	+1%	+$4.89K	0.06%	211
2025 Q2	$326K	Buy	+1,455	New	+$308K	0.04%	277
2021 Q1	–	Sell	-855	Closed	-$52K	–	1094
2020 Q4	$52K	Buy	+855	New	+$51.2K	0.01%	775

Other funds holding IDCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pinnacle Wealth Planning Services's IDCC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its InterDigital (IDCC) stake by 33% in Q1 2026, selling an estimated $163K and leaving 967 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #349.

Pinnacle Wealth Planning Services first reported a position in IDCC in Q4 2020 and has held it in 5 quarters since. The position peaked at $509K in Q3 2025. 570 funds tracked by Wall St. Rank hold IDCC as of Q1 2026.

Pinnacle Wealth Planning Services held 967 shares of InterDigital worth $292K as of Q1 2026.
Pinnacle Wealth Planning Services sold 479 InterDigital shares in Q1 2026, an estimated $163K.
InterDigital made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #349 holding.
Pinnacle Wealth Planning Services first reported a position in InterDigital in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's InterDigital position peaked at $509K in Q3 2025.
570 funds tracked by Wall St. Rank held InterDigital as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.