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Bernardo Wealth Planning’s Universal Display OLED Stock Holding History

Bernardo Wealth Planning’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
Q2 		$294K Sell
3,400
-100
-3% -$9.23K 0.05% 107
2026
Q1 		$321K Buy
3,500
+299
+9% +$33.1K 0.06% 96
2025
Q4 		$374K Buy
+3,201
New +$415K 0.07% 92
2025
Q2 		– Sell
-2,923
Closed -$408K – 124
2025
Q1 		$408K Buy
2,923
+20
+0.7% +$2.99K 0.1% 74
2024
Q4 		$430K Sell
2,903
-100
-3% -$17.8K 0.1% 69
2024
Q3 		$616K Buy
+3,003
New +$608K 0.15% 57

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bernardo Wealth Planning's OLED Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its Universal Display (OLED) stake by 2.9% in Q2 2026, selling an estimated $9.23K and leaving 3,400 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #107.

Bernardo Wealth Planning first reported a position in OLED in Q3 2024 and has held it in 6 quarters since. The position peaked at $616K in Q3 2024. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Bernardo Wealth Planning held 3,400 shares of Universal Display worth $294K as of Q2 2026.
  • Bernardo Wealth Planning sold 100 Universal Display shares in Q2 2026, an estimated $9.23K.
  • Universal Display made up 0.05% of Bernardo Wealth Planning's portfolio in Q2 2026, its #107 holding.
  • Bernardo Wealth Planning first reported a position in Universal Display in Q3 2024 and has held it in 6 quarters since.
  • Bernardo Wealth Planning's Universal Display position peaked at $616K in Q3 2024.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.