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Outlook Wealth Advisors’s InterDigital IDCC Stock Holding History

Outlook 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
Q2 		$315K Sell
1,114
-27
-2% -$8.03K 0.07% 244
2026
Q1 		$345K Buy
1,141
+23
+2% +$7.82K 0.08% 221
2025
Q4 		$356K Sell
1,118
-47
-4% -$16.6K 0.08% 207
2025
Q3 		$402K Buy
+1,165
New +$316K 0.1% 181

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Outlook Wealth Advisors's IDCC Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its InterDigital (IDCC) stake by 2.4% in Q2 2026, selling an estimated $8.03K and leaving 1,114 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #244.

Outlook Wealth Advisors first reported a position in IDCC in Q3 2025 and has held it in 4 quarters since. The position peaked at $402K in Q3 2025. 511 funds tracked by Wall St. Rank hold IDCC as of Q2 2026.

  • Outlook Wealth Advisors held 1,114 shares of InterDigital worth $315K as of Q2 2026.
  • Outlook Wealth Advisors sold 27 InterDigital shares in Q2 2026, an estimated $8.03K.
  • InterDigital made up 0.07% of Outlook Wealth Advisors's portfolio in Q2 2026, its #244 holding.
  • Outlook Wealth Advisors first reported a position in InterDigital in Q3 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's InterDigital position peaked at $402K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held InterDigital as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.