Claro Advisors’s InterDigital IDCC Stock Holding History

Claro 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
2026 Q1	$245K	Buy	+812	New	+$276K	0.03%	423
2024 Q1	–	Sell	-11,030	Closed	-$1.2M	–	425
2023 Q4	$1.2M	Buy	11,030 +1,030	+10%	+$95.3K	0.26%	83
2023 Q3	$802K	Hold	10,000	–	–	0.2%	117
2023 Q2	$966K	Hold	10,000	–	–	0.24%	101
2023 Q1	$729K	Hold	10,000	–	–	0.21%	114
2022 Q4	$495K	Hold	10,000	–	–	0.16%	154
2022 Q3	$608K	Hold	10,000	–	–	0.24%	107
2022 Q2	$608K	Hold	10,000	–	–	0.24%	107
2022 Q1	$716K	Hold	10,000	–	–	0.26%	98
2021 Q4	$716K	Hold	10,000	–	–	0.26%	98
2021 Q3	$678K	Hold	10,000	–	–	0.29%	93
2021 Q2	$730K	Hold	10,000	–	–	0.33%	81
2021 Q1	$635K	Sell	10,000 -44	-0.4%	-$2.88K	0.32%	86
2020 Q4	$609K	Hold	10,044	–	–	0.32%	84
2020 Q3	$573K	Hold	10,044	–	–	0.36%	79
2020 Q2	$569K	Buy	10,044 +44	+0.4%	+$2.34K	0.39%	73
2020 Q1	$446K	Hold	10,000	–	–	0.42%	75
2019 Q4	$545K	Hold	10,000	–	–	0.42%	67
2019 Q3	$525K	Hold	10,000	–	–	0.47%	61
2019 Q2	$644K	Hold	10,000	–	–	0.59%	50
2019 Q1	$660K	Hold	10,000	–	–	0.65%	47
2018 Q4	$800K	Buy	+10,000	New	+$728K	0.64%	29

Other funds holding IDCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Claro Advisors's IDCC Position: Q1 2026 in Review

Claro Advisors opened a new position in InterDigital (IDCC) in Q1 2026: 812 shares worth $245K. The stake represents 0.03% of the portfolio and ranks #423 among its holdings. This is a return to the name: Claro Advisors previously reported a position in IDCC as recently as Q4 2023.

Claro Advisors first reported a position in IDCC in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.2M in Q4 2023. 571 funds tracked by Wall St. Rank hold IDCC as of Q1 2026.

Claro Advisors held 812 shares of InterDigital worth $245K as of Q1 2026.
InterDigital was a new Claro Advisors position in Q1 2026.
InterDigital made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #423 holding.
Claro Advisors first reported a position in InterDigital in Q4 2018 and has held it in 22 quarters since.
Claro Advisors's InterDigital position peaked at $1.2M in Q4 2023.
571 funds tracked by Wall St. Rank held InterDigital as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.