EverSource Wealth Advisors’s Universal Display OLED Stock Holding History

EverSource Wealth Advisors’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	$76.9K	Buy	889 +1	+0.1%	+$92	﹤0.01%	1525
2026 Q1	$81.4K	Sell	888 -321	-27%	-$35.5K	﹤0.01%	1560
2025 Q4	$141K	Sell	1,209 -438	-27%	-$56.8K	0.01%	1140
2025 Q3	$237K	Sell	1,647 -811	-33%	-$118K	0.01%	822
2025 Q2	$380K	Sell	2,458 -190	-7%	-$26.6K	0.02%	558
2025 Q1	$369K	Buy	2,648 +1,033	+64%	+$154K	0.02%	455
2024 Q4	$236K	Buy	1,615 +14	+0.9%	+$2.49K	0.01%	593
2024 Q3	$336K	Buy	1,601 +1,574	+5,830%	+$319K	0.02%	419
2024 Q2	$6.01K	Buy	27 +17	+170%	+$2.99K	﹤0.01%	2146
2024 Q1	$1.58K	Sell	10 -1	-9%	-$174	﹤0.01%	2449
2023 Q4	$2.1K	Hold	11	–	–	﹤0.01%	2148
2023 Q3	$1.73K	Buy	+11	New	+$1.67K	﹤0.01%	2053
2022 Q4	–	Sell	-214	Closed	-$20K	–	2389
2022 Q3	$20K	Buy	+214	New	+$23.7K	﹤0.01%	907

Other funds holding OLED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EverSource Wealth Advisors's OLED Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Universal Display (OLED) stake by 0.11% in Q2 2026, buying an estimated $92 and bringing the position to 889 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

EverSource Wealth Advisors first reported a position in OLED in Q3 2022 and has held it in 13 quarters since. The position peaked at $380K in Q2 2025. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

EverSource Wealth Advisors held 889 shares of Universal Display worth $76.9K as of Q2 2026.
EverSource Wealth Advisors bought 1 Universal Display share in Q2 2026, an estimated $92.
Universal Display made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1525 holding.
EverSource Wealth Advisors first reported a position in Universal Display in Q3 2022 and has held it in 13 quarters since.
EverSource Wealth Advisors's Universal Display position peaked at $380K in Q2 2025.
443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.