Apella Capital’s Universal Display OLED Stock Holding History

Apella Capital’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	$395K	Buy	4,953 +31	+0.6%	+$2.86K	0.01%	524
2026 Q1	$490K	Buy	4,922 +2,771	+129%	+$306K	0.01%	470
2025 Q4	$251K	Buy	2,151 +6	+0.3%	+$778	0.01%	479
2025 Q3	$322K	Buy	2,145 +11	+0.5%	+$1.6K	0.01%	387
2025 Q2	$331K	Sell	2,134 -5	-0.2%	-$700	0.01%	334
2025 Q1	$268K	Buy	+2,139	New	+$320K	0.01%	323

Other funds holding OLED

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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 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

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

Apella Capital's OLED Position: Q2 2026 in Review

Apella Capital increased its Universal Display (OLED) stake by 0.63% in Q2 2026, buying an estimated $2.86K and bringing the position to 4,953 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #524.

Apella Capital first reported a position in OLED in Q1 2025 and has held it in 6 quarters since. The position peaked at $490K in Q1 2026. 39 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

Apella Capital held 4,953 shares of Universal Display worth $395K as of Q2 2026.
Apella Capital bought 31 Universal Display shares in Q2 2026, an estimated $2.86K.
Universal Display made up 0.01% of Apella Capital's portfolio in Q2 2026, its #524 holding.
Apella Capital first reported a position in Universal Display in Q1 2025 and has held it in 6 quarters since.
Apella Capital's Universal Display position peaked at $490K in Q1 2026.
39 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.