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Crestwood Advisors Group’s Universal Display OLED Stock Holding History

Crestwood Advisors Group’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 		$11.7M Sell
134,642
-13,121
-9% -$1.21M 0.17% 97
2026
Q1 		$13.5M Buy
147,763
+13,287
+10% +$1.47M 0.23% 87
2025
Q4 		$15.7M Buy
134,476
+264
+0.2% +$34.2K 0.26% 79
2025
Q3 		$19.3M Buy
134,212
+2,506
+2% +$364K 0.33% 74
2025
Q2 		$20.3M Buy
131,706
+391
+0.3% +$54.7K 0.36% 74
2025
Q1 		$18.3M Sell
131,315
-3,192
-2% -$477K 0.35% 73
2024
Q4 		$19.7M Buy
134,507
+1,477
+1% +$263K 0.37% 70
2024
Q3 		$27.9M Buy
133,030
+286
+0.2% +$57.9K 0.53% 63
2024
Q2 		$27.9M Sell
132,744
-80
-0.1% -$14.1K 0.58% 53
2024
Q1 		$22.4M Sell
132,824
-465
-0.3% -$80.9K 0.49% 61
2023
Q4 		$25.5M Sell
133,289
-73
-0.1% -$12.1K 0.59% 49
2023
Q3 		$20.9M Buy
+133,362
New +$20.3M 0.55% 51

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

Crestwood Advisors Group's OLED Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Universal Display (OLED) stake by 8.9% in Q2 2026, selling an estimated $1.21M and leaving 134,642 shares worth $11.7M. The position accounts for 0.17% of the portfolio, ranked #97.

Crestwood Advisors Group first reported a position in OLED in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.9M in Q3 2024. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Crestwood Advisors Group held 134,642 shares of Universal Display worth $11.7M as of Q2 2026.
  • Crestwood Advisors Group sold 13,121 Universal Display shares in Q2 2026, an estimated $1.21M.
  • Universal Display made up 0.17% of Crestwood Advisors Group's portfolio in Q2 2026, its #97 holding.
  • Crestwood Advisors Group first reported a position in Universal Display in Q3 2023 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Universal Display position peaked at $27.9M in Q3 2024.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.