AWA
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Arete Wealth Advisors’s InterDigital IDCC Stock Holding History

Arete Wealth Advisors’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
-3,265
Closed -$1.13M – 792
2025
Q3 		$1.13M Buy
3,265
+1,353
+71% +$368K 0.07% 258
2025
Q2 		$429K Buy
+1,912
New +$405K 0.03% 456

Other funds holding IDCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arete Wealth Advisors's IDCC Position: Q4 2025 in Review

Arete Wealth Advisors sold out of InterDigital (IDCC) in Q4 2025, closing a stake of 3,265 shares — an estimated $1.13M sold.

Arete Wealth Advisors first reported a position in IDCC in Q2 2025 and held it in 2 quarters. The position peaked at $1.13M in Q3 2025. 572 funds tracked by Wall St. Rank hold IDCC as of Q4 2025.

  • Arete Wealth Advisors reported no remaining InterDigital position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,265 InterDigital shares in Q4 2025, an estimated $1.13M.
  • Arete Wealth Advisors first reported a position in InterDigital in Q2 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's InterDigital position peaked at $1.13M in Q3 2025.
  • 572 funds tracked by Wall St. Rank held InterDigital as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.