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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 – 648
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CBIZ Investment Advisory Services's OLED Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Universal Display (OLED) in Q1 2026, closing a stake of 216 shares — an estimated $25.2K sold.

CBIZ Investment Advisory Services first reported a position in OLED in Q1 2024 and held it in 8 quarters. The position peaked at $26.9K in Q2 2025. 461 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 216 Universal Display shares in Q1 2026, an estimated $25.2K.
  • CBIZ Investment Advisory Services first reported a position in Universal Display in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Universal Display position peaked at $26.9K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.