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Advisor OS’s Universal Display OLED Stock Holding History

Advisor OS’s Portfolio OLED Stock Details OLED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,060
Closed -$241K – 617
2025
Q4 		$241K Sell
2,060
-13
-0.6% -$1.69K 0.02% 429
2025
Q3 		$298K Sell
2,073
-556
-21% -$80.8K 0.03% 366
2025
Q2 		$406K Buy
2,629
+226
+9% +$31.6K 0.04% 288
2025
Q1 		$335K Buy
2,403
+741
+45% +$111K 0.04% 302
2024
Q4 		$243K Sell
1,662
-881
-35% -$157K 0.03% 363
2024
Q3 		$534K Buy
+2,543
New +$515K 0.05% 242

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Advisor OS's OLED Position: Q1 2026 in Review

Advisor OS sold out of Universal Display (OLED) in Q1 2026, closing a stake of 2,060 shares — an estimated $241K sold.

Advisor OS first reported a position in OLED in Q3 2024 and held it in 6 quarters. The position peaked at $534K in Q3 2024. 461 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • Advisor OS reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 2,060 Universal Display shares in Q1 2026, an estimated $241K.
  • Advisor OS first reported a position in Universal Display in Q3 2024 and held it in 6 quarters.
  • Advisor OS's Universal Display position peaked at $534K in Q3 2024.
  • 461 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.