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B. Riley Wealth Advisors’s Universal Display OLED Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-1,466
Closed -$214K – 1388
2024
Q4 		$214K Sell
1,466
-293
-17% -$52.2K 0.01% 1013
2024
Q3 		$369K Buy
1,759
+461
+36% +$93.4K 0.01% 855
2024
Q2 		$273K Buy
+1,298
New +$228K 0.01% 1075
2021
Q2 		– Sell
-939
Closed -$223K – 1428
2021
Q1 		$223K Buy
+939
New +$217K 0.01% 1144
2020
Q4 		– Sell
-1,499
Closed -$271K – 1076
2020
Q3 		$271K Sell
1,499
-189
-11% -$32.3K 0.01% 738
2020
Q2 		$253K Sell
1,688
-6
-0.4% -$881 0.02% 686
2020
Q1 		$224K Buy
1,694
+39
+2% +$6.71K 0.02% 632
2019
Q4 		$341K Buy
1,655
+55
+3% +$10.4K 0.03% 545
2019
Q3 		$269K Sell
1,600
-41
-2% -$8.2K 0.03% 627
2019
Q2 		$309K Sell
1,641
-127
-7% -$21.1K 0.03% 551
2019
Q1 		$271K Buy
+1,768
New +$219K 0.03% 544
2018
Q4 		– Sell
-1,997
Closed -$236K – 714
2018
Q3 		$236K Buy
+1,997
New +$220K 0.03% 586
2018
Q2 		– Sell
-1,985
Closed -$201K – 712
2018
Q1 		$201K Buy
1,985
+477
+32% +$71.7K 0.03% 587
2017
Q4 		$261K Sell
1,508
-234
-13% -$37.3K 0.04% 497
2017
Q3 		$225K Buy
+1,742
New +$211K 0.04% 467
2015
Q1 		– Sell
-68
Closed -$2K – 1524
2014
Q4 		$2K Buy
+68
New +$1.94K ﹤0.01% 3416
2014
Q3 		– Sell
-88
Closed -$2.84K – 1485
2014
Q2 		$2.84K Buy
+88
New +$2.46K ﹤0.01% 2172

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

B. Riley Wealth Advisors's OLED Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Universal Display (OLED) in Q1 2025, closing a stake of 1,466 shares — an estimated $214K sold.

B. Riley Wealth Advisors first reported a position in OLED in Q2 2014 and held it in 17 quarters. The position peaked at $369K in Q3 2024. 481 funds tracked by Wall St. Rank hold OLED as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Universal Display position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,466 Universal Display shares in Q1 2025, an estimated $214K.
  • B. Riley Wealth Advisors first reported a position in Universal Display in Q2 2014 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Universal Display position peaked at $369K in Q3 2024.
  • 481 funds tracked by Wall St. Rank held Universal Display as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.