Private Wealth Management Group’s InterDigital IDCC Stock Holding History

Private Wealth Management Group’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	$9.13K	Hold	28	–	–	﹤0.01%	661
2026 Q2	$7.93K	Buy	28 +2	+8%	+$595	﹤0.01%	649
2026 Q1	$7.85K	Hold	26	–	–	﹤0.01%	604
2025 Q4	$8.28K	Hold	26	–	–	﹤0.01%	579
2025 Q3	$8.98K	Hold	26	–	–	﹤0.01%	545
2025 Q2	$5.83K	Hold	26	–	–	﹤0.01%	691
2025 Q1	$5.38K	Hold	26	–	–	﹤0.01%	697
2024 Q4	$5.04K	Hold	26	–	–	﹤0.01%	740
2024 Q3	$3.68K	Hold	26	–	–	﹤0.01%	845
2024 Q2	$3.03K	Sell	26 -8	-24%	-$855	﹤0.01%	902
2024 Q1	$3.62K	Hold	34	–	–	﹤0.01%	739
2023 Q4	$3.69K	Buy	+34	New	+$3.15K	﹤0.01%	734

Other funds holding IDCC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Private Wealth Management Group's IDCC Position: Q3 2026 in Review

Private Wealth Management Group held its InterDigital (IDCC) position steady in Q3 2026 at 28 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Private Wealth Management Group first reported a position in IDCC in Q4 2023 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold IDCC as of Q3 2026.

Private Wealth Management Group held 28 shares of InterDigital worth $9.13K as of Q3 2026.
Private Wealth Management Group left its InterDigital share count unchanged in Q3 2026.
InterDigital made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #661 holding.
Private Wealth Management Group first reported a position in InterDigital in Q4 2023 and has held it in 12 quarters since.
245 funds tracked by Wall St. Rank held InterDigital as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.