Summit Securities Group’s InterDigital IDCC Stock Holding History

Summit Securities 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
2021 Q3	–	Sell	-40	Closed	-$292K	–	792
2021 Q2	$292K	Buy	+40	New	+$2.96K	0.02%	533

Other funds holding IDCC

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's IDCC Position: Q4 2025 in Review

Summit Securities Group sold out of InterDigital (IDCC) in Q4 2025, closing a stake of 209 shares — an estimated $72.2K sold.

Summit Securities Group first reported a position in IDCC in Q3 2014 and held it in 6 quarters. The position peaked at $281K in Q2 2021. 572 funds tracked by Wall St. Rank hold IDCC as of Q4 2025.

Summit Securities Group reported no remaining InterDigital position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 209 InterDigital shares in Q4 2025, an estimated $72.2K.
Summit Securities Group first reported a position in InterDigital in Q3 2014 and held it in 6 quarters.
Summit Securities Group's InterDigital position peaked at $281K in Q2 2021.
572 funds tracked by Wall St. Rank held InterDigital as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.