Bay Harbor Wealth Management’s Universal Display OLED Stock Holding History

Bay Harbor 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	Closed	-$233	–	1332
2025 Q4	$233	Sell	2 -1	-33%	-$130	﹤0.01%	1089
2025 Q3	$430	Buy	3 +1	+50%	+$145	﹤0.01%	780
2025 Q2	$308	Buy	2 +1	+100%	+$140	﹤0.01%	789
2025 Q1	$139	Buy	+1	New	+$149	﹤0.01%	789
2020 Q4	–	Sell	-13	Closed	-$2K	–	450
2020 Q3	$2K	Buy	+13	New	+$2.22K	﹤0.01%	323
2020 Q1	–	Sell	-54	Closed	-$11K	–	389
2019 Q4	$11K	Hold	54	–	–	0.01%	223
2019 Q3	$9K	Buy	54 +4	+8%	+$800	0.01%	242
2019 Q2	$9K	Hold	50	–	–	0.01%	240
2019 Q1	$8K	Hold	50	–	–	0.01%	284
2018 Q4	$5K	Buy	+50	New	+$5.05K	﹤0.01%	288

Other funds holding OLED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bay Harbor Wealth Management's OLED Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of Universal Display (OLED) in Q1 2026, closing a stake of 2 shares — an estimated $233 sold.

Bay Harbor Wealth Management first reported a position in OLED in Q4 2018 and held it in 10 quarters. The position peaked at $11K in Q4 2019. 461 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

Bay Harbor Wealth Management reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
Bay Harbor Wealth Management sold 2 Universal Display shares in Q1 2026, an estimated $233.
Bay Harbor Wealth Management first reported a position in Universal Display in Q4 2018 and held it in 10 quarters.
Bay Harbor Wealth Management's Universal Display position peaked at $11K in Q4 2019.
461 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.