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Caldwell Investment Management’s InterDigital IDCC Stock Holding History

Caldwell Investment 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
2026
Q1 		– Sell
-3,900
Closed -$1.27M – 60
2025
Q4 		$1.27M Sell
3,900
-1,600
-29% -$566K 0.78% 21
2025
Q3 		$1.92M Hold
5,500
– – 1.26% 14
2025
Q2 		$1.23M Buy
5,500
+2,400
+77% +$508K 1.07% 18
2025
Q1 		$647K Buy
+3,100
New +$624K 0.48% 28

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
Dimensional Fund Advisors
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Caldwell Investment Management's IDCC Position: Q1 2026 in Review

Caldwell Investment Management sold out of InterDigital (IDCC) in Q1 2026, closing a stake of 3,900 shares — an estimated $1.27M sold.

Caldwell Investment Management first reported a position in IDCC in Q1 2025 and held it in 4 quarters. The position peaked at $1.92M in Q3 2025. 575 funds tracked by Wall St. Rank hold IDCC as of Q1 2026.

  • Caldwell Investment Management reported no remaining InterDigital position as of Q1 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 3,900 InterDigital shares in Q1 2026, an estimated $1.27M.
  • Caldwell Investment Management first reported a position in InterDigital in Q1 2025 and held it in 4 quarters.
  • Caldwell Investment Management's InterDigital position peaked at $1.92M in Q3 2025.
  • 575 funds tracked by Wall St. Rank held InterDigital as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.