Spire Wealth Management’s InterDigital IDCC Stock Holding History

Spire Wealth Management’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
2025 Q4	–	Sell	-142	Closed	-$49K	–	2402
2025 Q3	$49K	Buy	+142	New	+$38.6K	﹤0.01%	1242
2025 Q2	–	Sell	-49	Closed	-$10.1K	–	2465
2025 Q1	$10.1K	Buy	+49	New	+$9.86K	﹤0.01%	1829
2023 Q2	–	Sell	-12	Closed	-$875	–	2460
2023 Q1	$875	Sell	12 -39	-76%	-$2.71K	﹤0.01%	2403
2022 Q4	$3K	Buy	+51	New	+$2.49K	﹤0.01%	1964
2022 Q3	–	Sell	-20	Closed	-$1K	–	2376
2022 Q2	$1K	Buy	+20	New	+$1.23K	﹤0.01%	2520
2022 Q1	–	Sell	-20	Closed	-$1K	–	2684
2021 Q4	$1K	Buy	+20	New	+$1.39K	﹤0.01%	2871
2021 Q2	–	Sell	-20	Closed	-$1K	–	2756
2021 Q1	$1K	Buy	+20	New	+$1.31K	﹤0.01%	2938

Other funds holding IDCC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's IDCC Position: Q4 2025 in Review

Spire Wealth Management sold out of InterDigital (IDCC) in Q4 2025, closing a stake of 142 shares — an estimated $49K sold.

Spire Wealth Management first reported a position in IDCC in Q1 2021 and held it in 7 quarters. The position peaked at $49K in Q3 2025. 573 funds tracked by Wall St. Rank hold IDCC as of Q4 2025.

Spire Wealth Management reported no remaining InterDigital position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 142 InterDigital shares in Q4 2025, an estimated $49K.
Spire Wealth Management first reported a position in InterDigital in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's InterDigital position peaked at $49K in Q3 2025.
573 funds tracked by Wall St. Rank held InterDigital as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.