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 $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management

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

First Trust Advisors

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