Cape Investment Advisory’s Universal Display OLED Stock Holding History

Cape Investment Advisory’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 Q4	–	Sell	-9	Closed	-$1.29K	–	1328
2025 Q3	$1.29K	Hold	9	–	–	﹤0.01%	719
2025 Q2	$1.39K	Hold	9	–	–	﹤0.01%	996
2025 Q1	$1.25K	Hold	9	–	–	﹤0.01%	941
2024 Q4	$1.32K	Hold	9	–	–	﹤0.01%	931
2024 Q3	$1.89K	Hold	9	–	–	﹤0.01%	831
2024 Q2	$1.89K	Hold	9	–	–	﹤0.01%	791
2024 Q1	$1.52K	Sell	9 -178	-95%	-$31K	﹤0.01%	801
2023 Q4	$35.8K	Buy	187 +178	+1,978%	+$29.4K	0.02%	413
2023 Q3	$1.41K	Hold	9	–	–	﹤0.01%	816
2023 Q2	$1.3K	Hold	9	–	–	﹤0.01%	811
2023 Q1	$1.4K	Buy	+9	New	+$1.21K	﹤0.01%	852

Other funds holding OLED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Cape Investment Advisory's OLED Position: Q4 2025 in Review

Cape Investment Advisory sold out of Universal Display (OLED) in Q4 2025, closing a stake of 9 shares — an estimated $1.29K sold.

Cape Investment Advisory first reported a position in OLED in Q1 2023 and held it in 11 quarters. The position peaked at $35.8K in Q4 2023. 474 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

Cape Investment Advisory reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
Cape Investment Advisory sold 9 Universal Display shares in Q4 2025, an estimated $1.29K.
Cape Investment Advisory first reported a position in Universal Display in Q1 2023 and held it in 11 quarters.
Cape Investment Advisory's Universal Display position peaked at $35.8K in Q4 2023.
474 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Cape Investment Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.