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Bogart Wealth LLC’s Universal Display OLED Stock Holding History

Bogart Wealth LLC’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 		$18.2K Hold
210
– – ﹤0.01% 823
2026
Q1 		$19.2K Buy
210
+201
+2,233% +$22.2K ﹤0.01% 742
2025
Q4 		$1.05K Sell
9
-5
-36% -$648 ﹤0.01% 1312
2025
Q3 		$2.01K Hold
14
– – ﹤0.01% 1152
2025
Q2 		$2.16K Buy
14
+4
+40% +$560 ﹤0.01% 1091
2025
Q1 		$1.4K Hold
10
– – ﹤0.01% 1131
2024
Q4 		$1.46K Sell
10
-50
-83% -$8.9K ﹤0.01% 1157
2024
Q3 		$12.6K Hold
60
– – ﹤0.01% 640
2024
Q2 		$12.6K Sell
60
-50
-45% -$8.79K ﹤0.01% 613
2024
Q1 		$18.5K Hold
110
– – ﹤0.01% 534
2023
Q4 		$21K Buy
110
+100
+1,000% +$16.5K ﹤0.01% 499
2023
Q3 		$1.57K Hold
10
– – ﹤0.01% 912
2023
Q2 		$1.44K Hold
10
– – ﹤0.01% 917
2023
Q1 		$1.55K Buy
+10
New +$1.34K ﹤0.01% 946
2022
Q1 		– Sell
-200
Closed -$33K – 829
2021
Q4 		$33K Buy
+200
New +$33K ﹤0.01% 314

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

Bogart Wealth LLC's OLED Position: Q2 2026 in Review

Bogart Wealth LLC held its Universal Display (OLED) position steady in Q2 2026 at 210 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Bogart Wealth LLC first reported a position in OLED in Q4 2021 and has held it in 15 quarters since. The position peaked at $33K in Q4 2021. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Bogart Wealth LLC held 210 shares of Universal Display worth $18.2K as of Q2 2026.
  • Bogart Wealth LLC left its Universal Display share count unchanged in Q2 2026.
  • Universal Display made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #823 holding.
  • Bogart Wealth LLC first reported a position in Universal Display in Q4 2021 and has held it in 15 quarters since.
  • Bogart Wealth LLC's Universal Display position peaked at $33K in Q4 2021.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.