EWA
IDCC icon

EverSource Wealth Advisors’s InterDigital IDCC Stock Holding History

EverSource Wealth 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 		$120K Buy
397
+147
+59% +$50K ﹤0.01% 1329
2025
Q4 		$79.6K Buy
250
+124
+98% +$43.8K ﹤0.01% 1441
2025
Q3 		$43.5K Sell
126
-12
-9% -$3.26K ﹤0.01% 1797
2025
Q2 		$30.9K Sell
138
-11
-7% -$2.33K ﹤0.01% 1961
2025
Q1 		$30.8K Buy
149
+30
+25% +$6.04K ﹤0.01% 1465
2024
Q4 		$23.1K Buy
119
+38
+47% +$6.64K ﹤0.01% 1544
2024
Q3 		$11.5K Sell
81
-56
-41% -$7.34K ﹤0.01% 1780
2024
Q2 		$16.8K Buy
137
+75
+121% +$8.02K ﹤0.01% 1592
2024
Q1 		$6.12K Buy
62
+4
+7% +$423 ﹤0.01% 1948
2023
Q4 		$6.29K Buy
+58
New +$5.37K ﹤0.01% 1765
2022
Q2 		– Sell
-69
Closed -$4K – 1791
2022
Q1 		$4K Sell
69
-160
-70% -$10.6K ﹤0.01% 1334
2021
Q4 		$16K Buy
+229
New +$16K ﹤0.01% 769

Other funds holding IDCC

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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
DGI
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