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Elevation Wealth Partners’s Universal Display OLED Stock Holding History

Elevation Wealth Partners’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 		– Sell
-64
Closed -$7.47K – 1120
2025
Q4 		$7.47K Buy
+64
New +$8.3K ﹤0.01% 540

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Elevation Wealth Partners's OLED Position: Q1 2026 in Review

Elevation Wealth Partners sold out of Universal Display (OLED) in Q1 2026, closing a stake of 64 shares — an estimated $7.47K sold.

Elevation Wealth Partners first reported a position in OLED in Q4 2025 and held it in 1 quarter. The position peaked at $7.47K in Q4 2025. 461 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • Elevation Wealth Partners reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 64 Universal Display shares in Q1 2026, an estimated $7.47K.
  • Elevation Wealth Partners first reported a position in Universal Display in Q4 2025 and held it in 1 quarter.
  • Elevation Wealth Partners's Universal Display position peaked at $7.47K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Elevation Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.