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CreativeOne Wealth’s Universal Display OLED Stock Holding History

CreativeOne Wealth’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
Q2 		– Sell
-2,501
Closed -$229K – 1254
2026
Q1 		$229K Sell
2,501
-214
-8% -$23.7K 0.01% 1077
2025
Q4 		$317K Sell
2,715
-24
-0.9% -$3.11K 0.01% 928
2025
Q3 		$393K Sell
2,739
-296
-10% -$43K 0.01% 851
2025
Q2 		$469K Buy
+3,035
New +$425K 0.01% 767
2021
Q3 		– Sell
-2,500
Closed -$556K – 724
2021
Q2 		$556K Hold
2,500
– – 0.03% 361
2021
Q1 		$592K Buy
+2,500
New +$577K 0.04% 304

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 $3.37T AUM 44.26% 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

CreativeOne Wealth's OLED Position: Q2 2026 in Review

CreativeOne Wealth sold out of Universal Display (OLED) in Q2 2026, closing a stake of 2,501 shares — an estimated $229K sold.

CreativeOne Wealth first reported a position in OLED in Q1 2021 and held it in 6 quarters. The position peaked at $592K in Q1 2021. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • CreativeOne Wealth reported no remaining Universal Display position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 2,501 Universal Display shares in Q2 2026, an estimated $229K.
  • CreativeOne Wealth first reported a position in Universal Display in Q1 2021 and held it in 6 quarters.
  • CreativeOne Wealth's Universal Display position peaked at $592K in Q1 2021.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.