Evergreen Wealth Solutions’s Universal Display OLED Stock Holding History

Evergreen Wealth Solutions’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	-2,072	Closed	-$242K	–	413
2025 Q4	$242K	Sell	2,072 -71	-3%	-$9.21K	0.03%	191
2025 Q3	$308K	Buy	2,143 +5	+0.2%	+$727	0.17%	92
2025 Q2	$330K	Buy	2,138 +6	+0.3%	+$840	0.2%	82
2025 Q1	$297K	Buy	2,132 +6	+0.3%	+$896	0.2%	84
2024 Q4	$311K	Buy	2,126 +6	+0.3%	+$1.07K	0.22%	77
2024 Q3	$445K	Buy	2,120 +4	+0.2%	+$810	0.3%	67
2024 Q2	$445K	Buy	2,116 +3	+0.1%	+$527	0.32%	69
2024 Q1	$356K	Buy	2,113 +5	+0.2%	+$870	0.26%	80
2023 Q4	$403K	Buy	2,108 +4	+0.2%	+$661	0.34%	73
2023 Q3	$330K	Buy	2,104 +4	+0.2%	+$608	0.33%	74
2023 Q2	$303K	Buy	2,100 +6	+0.3%	+$860	0.31%	80
2023 Q1	$325K	Buy	2,094 +74	+4%	+$9.95K	0.38%	76
2022 Q4	$218K	Buy	+2,020	New	+$212K	0.29%	86
2022 Q3	–	Sell	-2,009	Closed	-$203K	–	100
2022 Q2	$203K	Buy	2,009 +6	+0.3%	+$772	0.25%	95
2022 Q1	$334K	Buy	2,003 +3	+0.2%	+$466	0.32%	78
2021 Q4	$330K	Buy	+2,000	New	+$330K	0.3%	73

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

Evergreen Wealth Solutions's OLED Position: Q1 2026 in Review

Evergreen Wealth Solutions sold out of Universal Display (OLED) in Q1 2026, closing a stake of 2,072 shares — an estimated $242K sold.

Evergreen Wealth Solutions first reported a position in OLED in Q4 2021 and held it in 16 quarters. The position peaked at $445K in Q3 2024. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

Evergreen Wealth Solutions reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
Evergreen Wealth Solutions sold 2,072 Universal Display shares in Q1 2026, an estimated $242K.
Evergreen Wealth Solutions first reported a position in Universal Display in Q4 2021 and held it in 16 quarters.
Evergreen Wealth Solutions's Universal Display position peaked at $445K in Q3 2024.
457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

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