Envestnet Portfolio Solutions’s Universal Display OLED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-2,811
Closed -$258K 1419
2026
Q1
$258K Sell
2,811
-6,325
-69% -$699K ﹤0.01% 1178
2025
Q4
$1.07M Sell
9,136
-1,148
-11% -$149K ﹤0.01% 731
2025
Q3
$1.48M Sell
10,284
-863
-8% -$125K 0.01% 611
2025
Q2
$1.72M Buy
11,147
+3,960
+55% +$554K 0.01% 606
2025
Q1
$1M Buy
7,187
+314
+5% +$46.9K ﹤0.01% 794
2024
Q4
$1M Sell
6,873
-38
-0.5% -$6.77K ﹤0.01% 923
2024
Q3
$1.45M Buy
6,911
+5,028
+267% +$1.02M ﹤0.01% 775
2024
Q2
$396K Buy
1,883
+520
+38% +$91.4K ﹤0.01% 1233
2024
Q1
$230K Sell
1,363
-202
-13% -$35.1K ﹤0.01% 1492
2023
Q4
$299K Buy
1,565
+117
+8% +$19.3K ﹤0.01% 1290
2023
Q3
$227K Buy
+1,448
New +$220K ﹤0.01% 1372

Other funds holding OLED

Envestnet Portfolio Solutions's OLED Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of Universal Display (OLED) in Q2 2026, closing a stake of 2,811 shares — an estimated $258K sold.

Envestnet Portfolio Solutions first reported a position in OLED in Q3 2023 and held it in 11 quarters. The position peaked at $1.72M in Q2 2025. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Envestnet Portfolio Solutions reported no remaining Universal Display position as of Q2 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,811 Universal Display shares in Q2 2026, an estimated $258K.
  • Envestnet Portfolio Solutions first reported a position in Universal Display in Q3 2023 and held it in 11 quarters.
  • Envestnet Portfolio Solutions's Universal Display position peaked at $1.72M in Q2 2025.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.