OF
IDCC icon

Optimize Financial’s InterDigital IDCC Stock Holding History

Optimize Financial’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
Q3 		– Sell
-6,746
Closed -$1.51M – 383
2025
Q2 		$1.51M Sell
6,746
-48
-0.7% -$10.2K 0.93% 39
2025
Q1 		$1.4M Sell
6,794
-273
-4% -$55K 0.53% 34
2024
Q4 		$1.37M Buy
+7,067
New +$1.24M 1.03% 25

Other funds holding IDCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Optimize Financial's IDCC Position: Q3 2025 in Review

Optimize Financial sold out of InterDigital (IDCC) in Q3 2025, closing a stake of 6,746 shares — an estimated $1.51M sold.

Optimize Financial first reported a position in IDCC in Q4 2024 and held it in 3 quarters. The position peaked at $1.51M in Q2 2025. 566 funds tracked by Wall St. Rank hold IDCC as of Q3 2025.

  • Optimize Financial reported no remaining InterDigital position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 6,746 InterDigital shares in Q3 2025, an estimated $1.51M.
  • Optimize Financial first reported a position in InterDigital in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's InterDigital position peaked at $1.51M in Q2 2025.
  • 566 funds tracked by Wall St. Rank held InterDigital as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.