CIAS
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CBIZ Investment Advisory Services’s Universal Display OLED Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-216
Closed -$25.2K – 650
2025
Q4 		$25.2K Buy
216
+43
+25% +$5.58K ﹤0.01% 236
2025
Q3 		$24.9K Sell
173
-1
-0.6% -$145 ﹤0.01% 222
2025
Q2 		$26.9K Buy
174
+34
+24% +$4.76K ﹤0.01% 215
2025
Q1 		$19.5K Hold
140
– – ﹤0.01% 236
2024
Q4 		$20.4K Buy
140
+40
+40% +$7.12K ﹤0.01% 213
2024
Q3 		$21.1K Sell
100
-13
-12% -$2.63K ﹤0.01% 180
2024
Q2 		$23.8K Buy
113
+1
+0.9% +$176 ﹤0.01% 141
2024
Q1 		$18.9K Buy
+112
New +$19.5K ﹤0.01% 186

Other funds holding OLED

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Kayne Anderson Rudnick Investment Management
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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 $1.47T 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