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Axxcess Wealth Management’s Universal Display OLED Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-2,068
Closed -$241K – 794
2025
Q4 		$241K Sell
2,068
-293
-12% -$38K ﹤0.01% 924
2025
Q3 		$339K Sell
2,361
-56
-2% -$8.14K 0.01% 718
2025
Q2 		$373K Sell
2,417
-23
-0.9% -$3.22K 0.01% 664
2025
Q1 		$340K Buy
2,440
+998
+69% +$149K 0.01% 645
2024
Q4 		$211K Buy
1,442
+15
+1% +$2.67K 0.01% 805
2024
Q3 		$300K Buy
+1,427
New +$289K 0.01% 691
2022
Q4 		– Sell
-3,190
Closed -$301K – 655
2022
Q3 		$301K Buy
3,190
+190
+6% +$21K 0.03% 402
2022
Q2 		$303K Sell
3,000
-2
-0.1% -$257 0.03% 394
2022
Q1 		$501K Buy
3,002
+1,083
+56% +$168K 0.04% 358
2021
Q4 		$317K Buy
+1,919
New +$316K 0.02% 461

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Axxcess Wealth Management's OLED Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Universal Display (OLED) in Q1 2026, closing a stake of 2,068 shares — an estimated $241K sold.

Axxcess Wealth Management first reported a position in OLED in Q4 2021 and held it in 10 quarters. The position peaked at $501K in Q1 2022. 461 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,068 Universal Display shares in Q1 2026, an estimated $241K.
  • Axxcess Wealth Management first reported a position in Universal Display in Q4 2021 and held it in 10 quarters.
  • Axxcess Wealth Management's Universal Display position peaked at $501K in Q1 2022.
  • 461 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.