Empowered Funds’s InterDigital IDCC Stock Holding History

Empowered Funds’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	$2.64M	Sell	8,738 -78,778	-90%	-$26.8M	0.02%	946
2025 Q4	$27.9M	Sell	87,516 -24,653	-22%	-$8.72M	0.47%	38
2025 Q3	$38.7M	Sell	112,169 -31,237	-22%	-$8.49M	0.39%	30
2025 Q2	$32.2M	Buy	143,406 +107,828	+303%	+$22.8M	0.36%	42
2025 Q1	$7.36M	Buy	+35,578	New	+$7.16M	0.1%	259
2023 Q3	–	Sell	-3,593	Closed	-$347K	–	1235
2023 Q2	$347K	Buy	+3,593	New	+$291K	0.01%	916
2019 Q1	–	Sell	-32,106	Closed	-$2.13M	–	108
2018 Q4	$2.13M	Sell	32,106 -6,999	-18%	-$510K	0.9%	26
2018 Q3	$3.12M	Buy	39,105 +1,717	+5%	+$141K	0.92%	23
2018 Q2	$3.04M	Sell	37,388 -7,436	-17%	-$592K	0.96%	21
2018 Q1	$3.28M	Buy	44,824 +15,080	+51%	+$1.15M	1.2%	10
2017 Q4	$2.27M	Buy	29,744 +3,909	+15%	+$292K	1.14%	34
2017 Q3	$1.91M	Sell	25,835 -2,020	-7%	-$148K	1.24%	22
2017 Q2	$2.15M	Buy	27,855 +2,148	+8%	+$180K	1.75%	6
2017 Q1	$2.22M	Buy	+25,707	New	+$2.31M	2.27%	1

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