BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s InterDigital IDCC Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	–	Sell	-1,005	Closed	-$285K	–	2010
2026 Q2	$285K	Sell	1,005 -5	-0.5%	-$1.49K	0.04%	427
2026 Q1	$305K	Hold	1,010	–	–	0.04%	389
2025 Q4	$322K	Hold	1,010	–	–	0.04%	376
2025 Q3	$349K	Buy	1,010 +5	+0.5%	+$1.36K	0.05%	331
2025 Q2	$225K	Buy	1,005 +5	+0.5%	+$1.06K	0.04%	435
2025 Q1	$207K	Hold	1,000	–	–	0.03%	466
2024 Q4	$194K	Hold	1,000	–	–	0.03%	449
2024 Q3	$142K	Buy	+1,000	New	+$131K	0.02%	599

Other funds holding IDCC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s IDCC Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of InterDigital (IDCC) in Q3 2026, closing a stake of 1,005 shares — an estimated $285K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in IDCC in Q3 2024 and held it in 8 quarters. The position peaked at $349K in Q3 2025. 436 funds tracked by Wall St. Rank hold IDCC as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining InterDigital position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 1,005 InterDigital shares in Q3 2026, an estimated $285K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in InterDigital in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s InterDigital position peaked at $349K in Q3 2025.
436 funds tracked by Wall St. Rank held InterDigital as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.