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Cassaday & Co Wealth Management’s Universal Display OLED Stock Holding History

Cassaday & Co Wealth Management’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 		$174 Sell
2
-148
-99% -$13.7K ﹤0.01% 1229
2026
Q1 		$13.7K Buy
+150
New +$16.6K ﹤0.01% 835

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

Cassaday & Co Wealth Management's OLED Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Universal Display (OLED) stake by 99% in Q2 2026, selling an estimated $13.7K and leaving 2 shares worth $174. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Cassaday & Co Wealth Management first reported a position in OLED in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.7K in Q1 2026. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Cassaday & Co Wealth Management held 2 shares of Universal Display worth $174 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 148 Universal Display shares in Q2 2026, an estimated $13.7K.
  • Universal Display made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1229 holding.
  • Cassaday & Co Wealth Management first reported a position in Universal Display in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Universal Display position peaked at $13.7K in Q1 2026.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.