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
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%	+$1.05K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ashton Thomas Private Wealth's OLED Position: Q2 2025 in Review

Ashton Thomas Private Wealth sold out of Universal Display (OLED) in Q2 2025, closing a stake of 1,638 shares — an estimated $228K sold.

Ashton Thomas Private Wealth first reported a position in OLED in Q4 2020 and held it in 15 quarters. The position peaked at $373K in Q1 2021. 491 funds tracked by Wall St. Rank hold OLED as of Q2 2025.

Ashton Thomas Private Wealth reported no remaining Universal Display position as of Q2 2025 after selling out during the quarter.
Ashton Thomas Private Wealth sold 1,638 Universal Display shares in Q2 2025, an estimated $228K.
Ashton Thomas Private Wealth first reported a position in Universal Display in Q4 2020 and held it in 15 quarters.
Ashton Thomas Private Wealth's Universal Display position peaked at $373K in Q1 2021.
491 funds tracked by Wall St. Rank held Universal Display as of Q2 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.