Ashton Thomas Private Wealth’s Universal Display OLED Stock Holding History

Ashton Thomas Private Wealth’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 Q3	–	Sell	-2,516	Closed	-$218K	–	1734
2026 Q2	$218K	Buy	+2,516	New	+$232K	﹤0.01%	1115
2025 Q2	–	Sell	-1,638	Closed	-$228K	–	862
2025 Q1	$228K	Buy	1,638 +110	+7%	+$16.4K	0.01%	742
2024 Q4	$223K	Buy	1,528 +14	+0.9%	+$2.49K	0.01%	728
2024 Q3	$318K	Buy	1,514 +3	+0.2%	+$608	0.02%	505
2024 Q2	$318K	Buy	1,511 +6	+0.4%	+$1.06K	0.02%	478
2024 Q1	$253K	Hold	1,505	–	–	0.01%	525
2023 Q4	$288K	Sell	1,505 -4	-0.3%	-$661	0.02%	504
2023 Q3	$237K	Buy	1,509 +11	+0.7%	+$1.67K	0.02%	512
2023 Q2	$216K	Sell	1,498 -9	-0.6%	-$1.29K	0.02%	541
2023 Q1	$234K	Buy	+1,507	New	+$203K	0.02%	457
2022 Q2	–	Sell	-1,849	Closed	-$309K	–	471
2022 Q1	$309K	Buy	1,849 +8	+0.4%	+$1.24K	0.03%	403
2021 Q4	$304K	Buy	1,841 +136	+8%	+$22.4K	0.03%	391
2021 Q3	$291K	Buy	1,705 +131	+8%	+$27.1K	0.04%	310
2021 Q2	$350K	Hold	1,574	–	–	0.05%	278
2021 Q1	$373K	Buy	1,574 +100	+7%	+$23.1K	0.06%	248
2020 Q4	$339K	Buy	+1,474	New	+$315K	0.06%	258

Other funds holding OLED

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Griffin Asset Management New York $934M AUM 18.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return

Ashton Thomas Private Wealth's OLED Position: Q3 2026 in Review

Ashton Thomas Private Wealth sold out of Universal Display (OLED) in Q3 2026, closing a stake of 2,516 shares — an estimated $218K sold.

Ashton Thomas Private Wealth first reported a position in OLED in Q4 2020 and held it in 16 quarters. The position peaked at $373K in Q1 2021. 186 funds tracked by Wall St. Rank hold OLED as of Q3 2026.

Ashton Thomas Private Wealth reported no remaining Universal Display position as of Q3 2026 after selling out during the quarter.
Ashton Thomas Private Wealth sold 2,516 Universal Display shares in Q3 2026, an estimated $218K.
Ashton Thomas Private Wealth first reported a position in Universal Display in Q4 2020 and held it in 16 quarters.
Ashton Thomas Private Wealth's Universal Display position peaked at $373K in Q1 2021.
186 funds tracked by Wall St. Rank held Universal Display as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.