EWP
OLED icon

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
Q3 		$51.4K Buy
+667
New +$54.7K 0.01% 384
2026
Q1 		– Sell
-64
Closed -$7.47K – 1120
2025
Q4 		$7.47K Buy
+64
New +$8.3K ﹤0.01% 540

Other funds holding OLED

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Elevation Wealth Partners's OLED Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Universal Display (OLED) in Q3 2026: 667 shares worth $51.4K. The stake represents 0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in OLED as recently as Q4 2025.

Elevation Wealth Partners first reported a position in OLED in Q4 2025 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold OLED as of Q3 2026.

  • Elevation Wealth Partners held 667 shares of Universal Display worth $51.4K as of Q3 2026.
  • Universal Display was a new Elevation Wealth Partners position in Q3 2026.
  • Universal Display made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #384 holding.
  • Elevation Wealth Partners first reported a position in Universal Display in Q4 2025 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Universal Display as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.