Capstone Investment Advisors
OLED icon

Capstone Investment Advisors’s Universal Display OLED Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-1,886
Closed -$291K – 2011
2025
Q2 		$291K Buy
+1,886
New +$264K ﹤0.01% 1390
2024
Q1 		– Sell
-1,817
Closed -$348K – 2489
2023
Q4 		$348K Buy
+1,817
New +$300K ﹤0.01% 1528
2020
Q3 		– Sell
-3,748
Closed -$561K – 1437
2020
Q2 		$561K Buy
+3,748
New +$550K ﹤0.01% 1066
2017
Q3 		– Sell
-37,700
Closed -$4.12M – 683
2017
Q2 		$4.12M Buy
+37,700
New +$3.97M 0.11% 153

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capstone Investment Advisors's OLED Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Universal Display (OLED) in Q3 2025, closing a stake of 1,886 shares — an estimated $291K sold.

Capstone Investment Advisors first reported a position in OLED in Q2 2017 and held it in 4 quarters. The position peaked at $4.12M in Q2 2017. 492 funds tracked by Wall St. Rank hold OLED as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Universal Display position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,886 Universal Display shares in Q3 2025, an estimated $291K.
  • Capstone Investment Advisors first reported a position in Universal Display in Q2 2017 and held it in 4 quarters.
  • Capstone Investment Advisors's Universal Display position peaked at $4.12M in Q2 2017.
  • 492 funds tracked by Wall St. Rank held Universal Display as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.