Connecticut Wealth Management’s Universal Display OLED Stock Holding History

Connecticut 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 Q1	–	Sell	-2,000	Closed	-$234K	–	338
2025 Q4	$234K	Sell	2,000 -300	-13%	-$38.9K	0.01%	299
2025 Q3	$330K	Hold	2,300	–	–	0.01%	263
2025 Q2	$355K	Hold	2,300	–	–	0.02%	246
2025 Q1	$321K	Sell	2,300 -6	-0.3%	-$896	0.02%	253
2024 Q4	$337K	Sell	2,306 -2	-0.1%	-$356	0.02%	218
2024 Q3	$484K	Hold	2,308	–	–	0.02%	220
2024 Q2	$485K	Sell	2,308 -398	-15%	-$70K	0.03%	216
2024 Q1	$456K	Hold	2,706	–	–	0.02%	219
2023 Q4	$518K	Buy	2,706 +6	+0.2%	+$992	0.03%	207
2023 Q3	$424K	Buy	2,700 +5	+0.2%	+$759	0.03%	190
2023 Q2	$388K	Hold	2,695	–	–	0.03%	176
2023 Q1	$418K	Hold	2,695	–	–	0.03%	153
2022 Q4	$291K	Hold	2,695	–	–	0.02%	157
2022 Q3	$254K	Hold	2,695	–	–	0.02%	164
2022 Q2	$273K	Hold	2,695	–	–	0.02%	154
2022 Q1	$450K	Hold	2,695	–	–	0.03%	125
2021 Q4	$445K	Hold	2,695	–	–	0.03%	128
2021 Q3	$461K	Hold	2,695	–	–	0.04%	124
2021 Q2	$599K	Hold	2,695	–	–	0.05%	108
2021 Q1	$638K	Hold	2,695	–	–	0.06%	87
2020 Q4	$619K	Hold	2,695	–	–	0.07%	98
2020 Q3	$487K	Hold	2,695	–	–	0.05%	122
2020 Q2	$403K	Hold	2,695	–	–	0.05%	102
2020 Q1	$355K	Sell	2,695 -50	-2%	-$8.6K	0.05%	109
2019 Q4	$566K	Hold	2,745	–	–	0.06%	100
2019 Q3	$461K	Buy	2,745 +245	+10%	+$49K	0.06%	107
2019 Q2	$470K	Buy	+2,500	New	+$416K	0.06%	104

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Connecticut Wealth Management's OLED Position: Q1 2026 in Review

Connecticut Wealth Management sold out of Universal Display (OLED) in Q1 2026, closing a stake of 2,000 shares — an estimated $234K sold.

Connecticut Wealth Management first reported a position in OLED in Q2 2019 and held it in 27 quarters. The position peaked at $638K in Q1 2021. 459 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

Connecticut Wealth Management reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
Connecticut Wealth Management sold 2,000 Universal Display shares in Q1 2026, an estimated $234K.
Connecticut Wealth Management first reported a position in Universal Display in Q2 2019 and held it in 27 quarters.
Connecticut Wealth Management's Universal Display position peaked at $638K in Q1 2021.
459 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.