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 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 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

CreativeOne Wealth's OLED Position: Q1 2026 in Review

CreativeOne Wealth reduced its Universal Display (OLED) stake by 7.9% in Q1 2026, selling an estimated $23.7K and leaving 2,501 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #1077.

CreativeOne Wealth first reported a position in OLED in Q1 2021 and has held it in 6 quarters since. The position peaked at $592K in Q1 2021. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

CreativeOne Wealth held 2,501 shares of Universal Display worth $229K as of Q1 2026.
CreativeOne Wealth sold 214 Universal Display shares in Q1 2026, an estimated $23.7K.
Universal Display made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1077 holding.
CreativeOne Wealth first reported a position in Universal Display in Q1 2021 and has held it in 6 quarters since.
CreativeOne Wealth's Universal Display position peaked at $592K in Q1 2021.
457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.