Carolinas Wealth Consulting’s Universal Display OLED Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-12	Closed	-$1.66K	–	656
2025 Q1	$1.66K	Buy	12 +2	+20%	+$299	﹤0.01%	840
2024 Q4	$1.45K	Buy	10 +2	+25%	+$356	﹤0.01%	884
2024 Q3	$1.56K	Buy	8 +1	+14%	+$203	﹤0.01%	853
2024 Q2	$1.39K	Sell	7 -1	-13%	-$176	﹤0.01%	860
2024 Q1	$1.28K	Sell	8 -1	-11%	-$174	﹤0.01%	854
2023 Q4	$1.68K	Buy	9 +2	+29%	+$331	﹤0.01%	761
2023 Q3	$975	Buy	+7	New	+$1.06K	﹤0.01%	839
2023 Q2	–	Sell	-241	Closed	-$37.5K	–	1103
2023 Q1	$37.5K	Hold	241	–	–	0.01%	403
2022 Q4	$26K	Buy	241 +141	+141%	+$14.8K	0.01%	447
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	584
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	579
2022 Q1	$17K	Hold	100	–	–	﹤0.01%	515
2021 Q4	$17K	Buy	+100	New	+$16.5K	﹤0.01%	527

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Carolinas Wealth Consulting's OLED Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Universal Display (OLED) in Q2 2025, closing a stake of 12 shares — an estimated $1.66K sold.

Carolinas Wealth Consulting first reported a position in OLED in Q4 2021 and held it in 13 quarters. The position peaked at $37.5K in Q1 2023. 491 funds tracked by Wall St. Rank hold OLED as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Universal Display position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 12 Universal Display shares in Q2 2025, an estimated $1.66K.
Carolinas Wealth Consulting first reported a position in Universal Display in Q4 2021 and held it in 13 quarters.
Carolinas Wealth Consulting's Universal Display position peaked at $37.5K in Q1 2023.
491 funds tracked by Wall St. Rank held Universal Display as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.