Avantax Advisory Services’s Universal Display OLED Stock Holding History

Avantax 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
2025 Q2	$2.41M	Buy	15,578 +4,707	+43%	+$659K	0.01%	710
2025 Q1	$1.52M	Buy	10,871 +1,415	+15%	+$211K	0.01%	890
2024 Q4	$1.38M	Buy	9,456 +29	+0.3%	+$5.16K	0.01%	896
2024 Q3	$1.98M	Buy	9,427 +1,594	+20%	+$323K	0.01%	700
2024 Q2	$1.65M	Buy	7,833 +2,535	+48%	+$446K	0.01%	739
2024 Q1	$892K	Buy	5,298 +4,200	+383%	+$731K	0.01%	800
2023 Q4	$210K	Buy	+1,098	New	+$182K	﹤0.01%	1453
2021 Q3	–	Sell	-1,017	Closed	-$226K	–	1212
2021 Q2	$226K	Hold	1,017	–	–	﹤0.01%	1025
2021 Q1	$241K	Hold	1,017	–	–	0.01%	899
2020 Q4	$233K	Sell	1,017 -1,553	-60%	-$332K	0.01%	828
2020 Q3	$465K	Buy	+2,570	New	+$439K	0.01%	822
2020 Q1	–	Sell	-1,301	Closed	-$267K	–	866
2019 Q4	$267K	Buy	1,301 +85	+7%	+$16.1K	0.01%	664
2019 Q3	$205K	Hold	1,216	–	–	0.01%	538
2019 Q2	$229K	Buy	+1,216	New	+$202K	0.01%	454

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

Avantax Advisory Services's OLED Position: Q2 2025 in Review

Avantax Advisory Services increased its Universal Display (OLED) stake by 43% in Q2 2025, buying an estimated $659K and bringing the position to 15,578 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #710.

Avantax Advisory Services first reported a position in OLED in Q2 2019 and has held it in 14 quarters since. 491 funds tracked by Wall St. Rank hold OLED as of Q2 2025.

Avantax Advisory Services held 15,578 shares of Universal Display worth $2.41M as of Q2 2025.
Avantax Advisory Services bought 4,707 Universal Display shares in Q2 2025, an estimated $659K.
Universal Display made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #710 holding.
Avantax Advisory Services first reported a position in Universal Display in Q2 2019 and has held it in 14 quarters since.
491 funds tracked by Wall St. Rank held Universal Display as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.