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Congress Wealth Management’s Universal Display OLED Stock Holding History

Congress 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
2025
Q2 		$1.16M Sell
7,523
-1,708
-19% -$239K 0.01% 670
2025
Q1 		$1.29M Buy
+9,231
New +$1.38M 0.02% 572

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Congress Wealth Management's OLED Position: Q2 2025 in Review

Congress Wealth Management reduced its Universal Display (OLED) stake by 19% in Q2 2025, selling an estimated $239K and leaving 7,523 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #670.

Congress Wealth Management first reported a position in OLED in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.29M in Q1 2025. 493 funds tracked by Wall St. Rank hold OLED as of Q2 2025.

  • Congress Wealth Management held 7,523 shares of Universal Display worth $1.16M as of Q2 2025.
  • Congress Wealth Management sold 1,708 Universal Display shares in Q2 2025, an estimated $239K.
  • Universal Display made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #670 holding.
  • Congress Wealth Management first reported a position in Universal Display in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Universal Display position peaked at $1.29M in Q1 2025.
  • 493 funds tracked by Wall St. Rank held Universal Display as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.