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Root Financial Partners’s InterDigital IDCC Stock Holding History

Root Financial Partners’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 		– Sell
-97
Closed -$29.3K – 1711
2026
Q1 		$29.3K Buy
97
+13
+15% +$4.42K ﹤0.01% 1129
2025
Q4 		$26.7K Sell
84
-3
-3% -$1.06K ﹤0.01% 1019
2025
Q3 		$30K Buy
+87
New +$23.6K ﹤0.01% 892

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Root Financial Partners's IDCC Position: Q2 2026 in Review

Root Financial Partners sold out of InterDigital (IDCC) in Q2 2026, closing a stake of 97 shares — an estimated $29.3K sold.

Root Financial Partners first reported a position in IDCC in Q3 2025 and held it in 3 quarters. The position peaked at $30K in Q3 2025. 144 funds tracked by Wall St. Rank hold IDCC as of Q2 2026.

  • Root Financial Partners reported no remaining InterDigital position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 97 InterDigital shares in Q2 2026, an estimated $29.3K.
  • Root Financial Partners first reported a position in InterDigital in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's InterDigital position peaked at $30K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held InterDigital as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.