Clearstead Trust’s InterDigital IDCC Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-14	Closed	-$4.83K	–	1251
2025 Q3	$4.83K	Hold	14	–	–	﹤0.01%	775
2025 Q2	$3.14K	Buy	+14	New	+$2.97K	﹤0.01%	840

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Trust's IDCC Position: Q4 2025 in Review

Clearstead Trust sold out of InterDigital (IDCC) in Q4 2025, closing a stake of 14 shares — an estimated $4.83K sold.

Clearstead Trust first reported a position in IDCC in Q2 2025 and held it in 2 quarters. The position peaked at $4.83K in Q3 2025. 573 funds tracked by Wall St. Rank hold IDCC as of Q4 2025.

Clearstead Trust reported no remaining InterDigital position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 14 InterDigital shares in Q4 2025, an estimated $4.83K.
Clearstead Trust first reported a position in InterDigital in Q2 2025 and held it in 2 quarters.
Clearstead Trust's InterDigital position peaked at $4.83K in Q3 2025.
573 funds tracked by Wall St. Rank held InterDigital as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.