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Bernardo Wealth Planning’s InterDigital IDCC Stock Holding History

Bernardo Wealth Planning’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 		$1.07M Buy
3,784
+26
+0.7% +$7.73K 0.18% 55
2026
Q1 		$1.13M Sell
3,758
-104
-3% -$35.3K 0.22% 50
2025
Q4 		$1.23M Buy
+3,862
New +$1.37M 0.23% 49
2025
Q2 		– Sell
-2,318
Closed -$479K – 122
2025
Q1 		$479K Buy
2,318
+16
+0.7% +$3.22K 0.11% 68
2024
Q4 		$426K Buy
2,302
+3
+0.1% +$525 0.1% 70
2024
Q3 		$358K Buy
+2,299
New +$301K 0.09% 80

Other funds holding IDCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bernardo Wealth Planning's IDCC Position: Q2 2026 in Review

Bernardo Wealth Planning increased its InterDigital (IDCC) stake by 0.69% in Q2 2026, buying an estimated $7.73K and bringing the position to 3,784 shares worth $1.07M. The position accounts for 0.18% of the portfolio, ranked #55.

Bernardo Wealth Planning first reported a position in IDCC in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2025. 510 funds tracked by Wall St. Rank hold IDCC as of Q2 2026.

  • Bernardo Wealth Planning held 3,784 shares of InterDigital worth $1.07M as of Q2 2026.
  • Bernardo Wealth Planning bought 26 InterDigital shares in Q2 2026, an estimated $7.73K.
  • InterDigital made up 0.18% of Bernardo Wealth Planning's portfolio in Q2 2026, its #55 holding.
  • Bernardo Wealth Planning first reported a position in InterDigital in Q3 2024 and has held it in 6 quarters since.
  • Bernardo Wealth Planning's InterDigital position peaked at $1.23M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held InterDigital as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.