AAS
OLED icon

Annex Advisory Services’s Universal Display OLED Stock Holding History

Annex Advisory Services’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
Q2 		– Sell
-2,202
Closed -$202K – 384
2026
Q1 		$202K Hold
2,202
– – ﹤0.01% 364
2025
Q4 		$257K Sell
2,202
-44
-2% -$5.71K ﹤0.01% 306
2025
Q3 		$323K Hold
2,246
– – 0.01% 249
2025
Q2 		$347K Hold
2,246
– – 0.01% 245
2025
Q1 		$313K Buy
+2,246
New +$336K 0.01% 245

Other funds holding OLED

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Annex Advisory Services's OLED Position: Q2 2026 in Review

Annex Advisory Services sold out of Universal Display (OLED) in Q2 2026, closing a stake of 2,202 shares — an estimated $202K sold.

Annex Advisory Services first reported a position in OLED in Q1 2025 and held it in 5 quarters. The position peaked at $347K in Q2 2025. 39 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Annex Advisory Services reported no remaining Universal Display position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 2,202 Universal Display shares in Q2 2026, an estimated $202K.
  • Annex Advisory Services first reported a position in Universal Display in Q1 2025 and held it in 5 quarters.
  • Annex Advisory Services's Universal Display position peaked at $347K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.