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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Creative Planning's OLED Position: Q1 2026 in Review

Creative Planning reduced its Universal Display (OLED) stake by 8.5% in Q1 2026, selling an estimated $169K and leaving 16,435 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Creative Planning first reported a position in OLED in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.9M in Q3 2017. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • Creative Planning held 16,435 shares of Universal Display worth $1.51M as of Q1 2026.
  • Creative Planning sold 1,532 Universal Display shares in Q1 2026, an estimated $169K.
  • Universal Display made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2134 holding.
  • Creative Planning first reported a position in Universal Display in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Universal Display position peaked at $26.9M in Q3 2017.
  • 457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.