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 Q2	$217K	Sell	767 -45	-6%	-$13.4K	0.02%	504
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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Claro Advisors's IDCC Position: Q2 2026 in Review

Claro Advisors reduced its InterDigital (IDCC) stake by 5.5% in Q2 2026, selling an estimated $13.4K and leaving 767 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #504.

Claro Advisors first reported a position in IDCC in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.2M in Q4 2023. 511 funds tracked by Wall St. Rank hold IDCC as of Q2 2026.

Claro Advisors held 767 shares of InterDigital worth $217K as of Q2 2026.
Claro Advisors sold 45 InterDigital shares in Q2 2026, an estimated $13.4K.
InterDigital made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #504 holding.
Claro Advisors first reported a position in InterDigital in Q4 2018 and has held it in 23 quarters since.
Claro Advisors's InterDigital position peaked at $1.2M in Q4 2023.
511 funds tracked by Wall St. Rank held InterDigital as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.