Carolinas Wealth Consulting’s InterDigital IDCC Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-542	Closed	-$112K	–	433
2025 Q1	$112K	Buy	542 +1	+0.2%	+$201	0.02%	227
2024 Q4	$105K	Buy	541 +1	+0.2%	+$175	0.02%	245
2024 Q3	$76.4K	Buy	540 +2	+0.4%	+$262	0.01%	304
2024 Q2	$62.6K	Buy	538 +3	+0.6%	+$321	0.01%	335
2024 Q1	$57K	Buy	535 +2	+0.4%	+$211	0.01%	354
2023 Q4	$57.9K	Hold	533	–	–	0.01%	314
2023 Q3	$40.1K	Buy	533 +4	+0.8%	+$348	0.01%	339
2023 Q2	$51K	Buy	529 +3	+0.6%	+$243	0.01%	342
2023 Q1	$38.3K	Buy	526 +3	+0.6%	+$209	0.01%	399
2022 Q4	$25.9K	Buy	523 +3	+0.6%	+$146	0.01%	448
2022 Q3	$21K	Buy	520 +4	+0.8%	+$216	0.01%	438
2022 Q2	$31K	Buy	516 +3	+0.6%	+$184	0.01%	391
2022 Q1	$33K	Buy	513 +2	+0.4%	+$133	0.01%	411
2021 Q4	$37K	Buy	511 +2	+0.4%	+$139	0.01%	406
2021 Q3	$34K	Buy	509 +4	+0.8%	+$277	0.01%	394
2021 Q2	$37K	Buy	505 +2	+0.4%	+$148	0.01%	402
2021 Q1	$32K	Buy	503 +3	+0.6%	+$196	0.01%	433
2020 Q4	$30K	Buy	500 +3	+0.6%	+$180	0.01%	408
2020 Q3	$28K	Buy	497 +3	+0.6%	+$180	0.01%	357
2020 Q2	$28K	Buy	+494	New	+$26.3K	0.01%	258

Other funds holding IDCC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carolinas Wealth Consulting's IDCC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of InterDigital (IDCC) in Q2 2025, closing a stake of 542 shares — an estimated $112K sold.

Carolinas Wealth Consulting first reported a position in IDCC in Q2 2020 and held it in 20 quarters. The position peaked at $112K in Q1 2025. 508 funds tracked by Wall St. Rank hold IDCC as of Q2 2025.

Carolinas Wealth Consulting reported no remaining InterDigital position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 542 InterDigital shares in Q2 2025, an estimated $112K.
Carolinas Wealth Consulting first reported a position in InterDigital in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's InterDigital position peaked at $112K in Q1 2025.
508 funds tracked by Wall St. Rank held InterDigital as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.