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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
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 $5.72T 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

Outlook Wealth Advisors's IDCC Position: Q1 2026 in Review

Outlook Wealth Advisors increased its InterDigital (IDCC) stake by 2.1% in Q1 2026, buying an estimated $7.82K and bringing the position to 1,141 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #221.

Outlook Wealth Advisors first reported a position in IDCC in Q3 2025 and has held it in 3 quarters since. The position peaked at $402K in Q3 2025. 570 funds tracked by Wall St. Rank hold IDCC as of Q1 2026.

  • Outlook Wealth Advisors held 1,141 shares of InterDigital worth $345K as of Q1 2026.
  • Outlook Wealth Advisors bought 23 InterDigital shares in Q1 2026, an estimated $7.82K.
  • InterDigital made up 0.08% of Outlook Wealth Advisors's portfolio in Q1 2026, its #221 holding.
  • Outlook Wealth Advisors first reported a position in InterDigital in Q3 2025 and has held it in 3 quarters since.
  • Outlook Wealth Advisors's InterDigital position peaked at $402K in Q3 2025.
  • 570 funds tracked by Wall St. Rank held InterDigital as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.