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AE Wealth Management’s Universal Display OLED Stock Holding History

AE Wealth Management’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
-7,722
Closed -$902K – 2674
2025
Q4 		$902K Buy
7,722
+3,794
+97% +$492K 0.01% 837
2025
Q3 		$564K Buy
+3,928
New +$571K ﹤0.01% 926
2024
Q4 		– Sell
-1,059
Closed -$222K – 2153
2024
Q3 		$222K Buy
+1,059
New +$215K ﹤0.01% 1138
2023
Q4 		– Sell
-2,897
Closed -$455K – 2139
2023
Q3 		$455K Buy
2,897
+36
+1% +$5.47K ﹤0.01% 1426
2023
Q2 		$412K Buy
2,861
+29
+1% +$4.16K ﹤0.01% 1477
2023
Q1 		$439K Sell
2,832
-3
-0.1% -$403 ﹤0.01% 1407
2022
Q4 		$306K Sell
2,835
-14
-0.5% -$1.47K ﹤0.01% 1491
2022
Q3 		$269K Buy
2,849
+6
+0.2% +$664 ﹤0.01% 1510
2022
Q2 		$288K Buy
2,843
+8
+0.3% +$1.03K ﹤0.01% 1453
2022
Q1 		$473K Sell
2,835
-9
-0.3% -$1.4K ﹤0.01% 1254
2021
Q4 		$469K Sell
2,844
-59
-2% -$9.73K ﹤0.01% 1271
2021
Q3 		$496K Buy
+2,903
New +$601K ﹤0.01% 1171

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 $3.38T AUM 44.17% 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

AE Wealth Management's OLED Position: Q1 2026 in Review

AE Wealth Management sold out of Universal Display (OLED) in Q1 2026, closing a stake of 7,722 shares — an estimated $902K sold.

AE Wealth Management first reported a position in OLED in Q3 2021 and held it in 12 quarters. The position peaked at $902K in Q4 2025. 461 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • AE Wealth Management reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 7,722 Universal Display shares in Q1 2026, an estimated $902K.
  • AE Wealth Management first reported a position in Universal Display in Q3 2021 and held it in 12 quarters.
  • AE Wealth Management's Universal Display position peaked at $902K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.