Coldstream Capital Management’s Universal Display OLED Stock Holding History

Coldstream Capital 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
2025 Q2	–	Sell	-1,214	Closed	-$169K	–	2616
2025 Q1	$169K	Sell	1,214 -1,049	-46%	-$157K	﹤0.01%	1079
2024 Q4	$331K	Buy	2,263 +523	+30%	+$93.1K	0.01%	781
2024 Q3	$330K	Buy	+1,740	New	+$353K	0.01%	790

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

Coldstream Capital Management's OLED Position: Q2 2025 in Review

Coldstream Capital Management sold out of Universal Display (OLED) in Q2 2025, closing a stake of 1,214 shares — an estimated $169K sold.

Coldstream Capital Management first reported a position in OLED in Q3 2024 and held it in 3 quarters. The position peaked at $331K in Q4 2024. 491 funds tracked by Wall St. Rank hold OLED as of Q2 2025.

Coldstream Capital Management reported no remaining Universal Display position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 1,214 Universal Display shares in Q2 2025, an estimated $169K.
Coldstream Capital Management first reported a position in Universal Display in Q3 2024 and held it in 3 quarters.
Coldstream Capital Management's Universal Display position peaked at $331K in Q4 2024.
491 funds tracked by Wall St. Rank held Universal Display as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.