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Circle Wealth Management’s Universal Display OLED Stock Holding History

Circle 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 		– Sell
-3,336
Closed -$306K – 274
2026
Q1 		$306K Buy
+3,336
New +$369K ﹤0.01% 231
2024
Q4 		– Sell
-4,758
Closed -$999K – 222
2024
Q3 		$999K Buy
4,758
+2,172
+84% +$440K 0.02% 115
2024
Q2 		$544K Buy
+2,586
New +$455K 0.01% 157

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

Circle Wealth Management's OLED Position: Q2 2026 in Review

Circle Wealth Management sold out of Universal Display (OLED) in Q2 2026, closing a stake of 3,336 shares — an estimated $306K sold.

Circle Wealth Management first reported a position in OLED in Q2 2024 and held it in 3 quarters. The position peaked at $999K in Q3 2024. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Circle Wealth Management reported no remaining Universal Display position as of Q2 2026 after selling out during the quarter.
  • Circle Wealth Management sold 3,336 Universal Display shares in Q2 2026, an estimated $306K.
  • Circle Wealth Management first reported a position in Universal Display in Q2 2024 and held it in 3 quarters.
  • Circle Wealth Management's Universal Display position peaked at $999K in Q3 2024.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.