CAPTRUST Financial Advisors
OLED icon

CAPTRUST Financial Advisors’s Universal Display OLED Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$215K Sell
2,348
-481
-17% -$53.2K ﹤0.01% 2633
2025
Q4 		$330K Sell
2,829
-81
-3% -$10.5K ﹤0.01% 2175
2025
Q3 		$418K Sell
2,910
-117
-4% -$17K ﹤0.01% 1941
2025
Q2 		$468K Buy
3,027
+134
+5% +$18.8K ﹤0.01% 1772
2025
Q1 		$404K Buy
2,893
+107
+4% +$16K ﹤0.01% 1772
2024
Q4 		$407K Sell
2,786
-1,313
-32% -$234K ﹤0.01% 1721
2024
Q3 		$860K Buy
4,099
+1,734
+73% +$351K ﹤0.01% 1277
2024
Q2 		$497K Buy
2,365
+442
+23% +$77.7K ﹤0.01% 1503
2024
Q1 		$324K Sell
1,923
-419
-18% -$72.9K ﹤0.01% 1731
2023
Q4 		$448K Buy
2,342
+111
+5% +$18.3K ﹤0.01% 1809
2023
Q3 		$350K Buy
2,231
+321
+17% +$48.8K ﹤0.01% 1894
2023
Q2 		$275K Buy
1,910
+357
+23% +$51.2K ﹤0.01% 2039
2023
Q1 		$241K Buy
+1,553
New +$209K ﹤0.01% 1922
2022
Q3 		– Sell
-1,014
Closed -$103K – 3382
2022
Q2 		$103K Buy
1,014
+547
+117% +$70.4K ﹤0.01% 2175
2022
Q1 		$78K Sell
467
-232
-33% -$36K ﹤0.01% 2463
2021
Q4 		$115K Buy
699
+84
+14% +$13.9K ﹤0.01% 2050
2021
Q3 		$105K Hold
615
– – ﹤0.01% 2029
2021
Q2 		$137K Sell
615
-56
-8% -$12.3K ﹤0.01% 1786
2021
Q1 		$159K Buy
671
+33
+5% +$7.62K ﹤0.01% 1639
2020
Q4 		$147K Buy
638
+480
+304% +$103K ﹤0.01% 1329
2020
Q3 		$29K Sell
158
-400
-72% -$68.3K ﹤0.01% 1820
2020
Q2 		$82K Buy
558
+8
+1% +$1.17K ﹤0.01% 1421
2020
Q1 		$68K Buy
+550
New +$94.6K ﹤0.01% 1275
2019
Q4 		– Sell
-100
Closed -$17K – 1538
2019
Q3 		$17K Hold
100
– – ﹤0.01% 1357
2019
Q2 		$19K Buy
+100
New +$16.6K ﹤0.01% 1295
2018
Q3 		– Sell
-1,120
Closed -$96K – 1659
2018
Q2 		$96K Buy
1,120
+20
+2% +$1.91K 0.01% 524
2018
Q1 		$107K Sell
1,100
-20
-2% -$3.01K 0.01% 436
2017
Q4 		$193K Buy
+1,120
New +$179K 0.01% 319

Other funds holding OLED

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

CAPTRUST Financial Advisors's OLED Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Universal Display (OLED) stake by 17% in Q1 2026, selling an estimated $53.2K and leaving 2,348 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2633.

CAPTRUST Financial Advisors first reported a position in OLED in Q4 2017 and has held it in 28 quarters since. The position peaked at $860K in Q3 2024. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • CAPTRUST Financial Advisors held 2,348 shares of Universal Display worth $215K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 481 Universal Display shares in Q1 2026, an estimated $53.2K.
  • Universal Display made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2633 holding.
  • CAPTRUST Financial Advisors first reported a position in Universal Display in Q4 2017 and has held it in 28 quarters since.
  • CAPTRUST Financial Advisors's Universal Display position peaked at $860K in Q3 2024.
  • 457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.