Creative Planning
OLED icon

Creative Planning’s Universal Display OLED Stock Holding History

Creative Planning’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
2018
Q4 		– Sell
-1,000
Closed -$6K – 2060
2018
Q3 		$6K Hold
1,000
– – ﹤0.01% 2009
2018
Q2 		$3K Sell
1,000
-400
-29% -$38.1K ﹤0.01% 1992
2018
Q1 		$11K Buy
+1,400
New +$210K ﹤0.01% 1925

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 $3.38T AUM 44.17% 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

Creative Planning's OLED Position: Q2 2026 in Review

Creative Planning increased its Universal Display (OLED) stake by 75% in Q2 2026, buying an estimated $1.14M and bringing the position to 28,765 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Creative Planning first reported a position in OLED in Q2 2013 and has held it in 53 quarters since. The position peaked at $26.9M in Q3 2017. 442 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Creative Planning held 28,765 shares of Universal Display worth $2.49M as of Q2 2026.
  • Creative Planning bought 12,330 Universal Display shares in Q2 2026, an estimated $1.14M.
  • Universal Display made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1914 holding.
  • Creative Planning first reported a position in Universal Display in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Universal Display position peaked at $26.9M in Q3 2017.
  • 442 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.