Covestor’s InterDigital IDCC Stock Holding History

Covestor’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	$64K	Sell	212 -121	-36%	-$41.1K	0.04%	543
2025 Q4	$106K	Sell	333 -313	-48%	-$111K	0.06%	544
2025 Q3	$223K	Sell	646 -453	-41%	-$123K	0.12%	166
2025 Q2	$246K	Sell	1,099 -147	-12%	-$31.1K	0.15%	110
2025 Q1	$258K	Sell	1,246 -207	-14%	-$41.7K	0.17%	77
2024 Q4	$282K	Buy	1,453 +531	+58%	+$92.8K	0.18%	70
2024 Q3	$131K	Buy	922 +807	+702%	+$106K	0.08%	372
2024 Q2	$14K	Buy	115 +8	+7%	+$855	0.01%	1337
2024 Q1	$12K	Buy	107 +9	+9%	+$951	0.01%	1449
2023 Q4	$10K	Buy	98 +14	+17%	+$1.3K	0.01%	1564
2023 Q3	$7K	Sell	84 -22	-21%	-$1.91K	0.01%	1622
2023 Q2	$10K	Buy	106 +103	+3,433%	+$8.34K	0.01%	1433
2023 Q1	$0	Sell	3 -2	-40%	-$139	﹤0.01%	2287
2022 Q4	$0	Sell	5 -1	-17%	-$49	﹤0.01%	2305
2022 Q3	$0	Buy	6 +2	+50%	+$108	﹤0.01%	2269
2022 Q2	$0	Sell	4 -2	-33%	-$123	﹤0.01%	2128
2022 Q1	$0	Sell	6 -1	-14%	-$66	﹤0.01%	2277
2021 Q4	$1K	Buy	+7	New	+$488	﹤0.01%	1786

Other funds holding IDCC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

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

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

Dimensional Fund Advisors

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

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

T. Rowe Price Investment Management

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