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Forum Financial Management’s InterDigital IDCC Stock Holding History

Forum Financial Management’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 		– Sell
-988
Closed -$315K – 648
2025
Q4 		$315K Hold
988
– – ﹤0.01% 724
2025
Q3 		$341K Buy
988
+1
+0.1% +$272 ﹤0.01% 665
2025
Q2 		$221K Buy
+987
New +$209K ﹤0.01% 848

Other funds holding IDCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Forum Financial Management's IDCC Position: Q1 2026 in Review

Forum Financial Management sold out of InterDigital (IDCC) in Q1 2026, closing a stake of 988 shares — an estimated $315K sold.

Forum Financial Management first reported a position in IDCC in Q2 2025 and held it in 3 quarters. The position peaked at $341K in Q3 2025. 575 funds tracked by Wall St. Rank hold IDCC as of Q1 2026.

  • Forum Financial Management reported no remaining InterDigital position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 988 InterDigital shares in Q1 2026, an estimated $315K.
  • Forum Financial Management first reported a position in InterDigital in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's InterDigital position peaked at $341K in Q3 2025.
  • 575 funds tracked by Wall St. Rank held InterDigital as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.