Fortune Financial Advisors’s Universal Display OLED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,004
Closed -$288K 101
2025
Q3
$288K Buy
2,004
+4
+0.2% +$582 0.22% 81
2025
Q2
$309K Sell
2,000
-367
-16% -$51.4K 0.25% 76
2025
Q1
$330K Sell
2,367
-281
-11% -$42K 0.28% 75
2024
Q4
$387K Hold
2,648
0.35% 67
2024
Q3
$556K Buy
2,648
+13
+0.5% +$2.63K 0.5% 53
2024
Q2
$554K Sell
2,635
-149
-5% -$26.2K 0.34% 79
2024
Q1
$469K Sell
2,784
-22
-0.8% -$3.83K 0.3% 89
2023
Q4
$537K Sell
2,806
-32
-1% -$5.29K 0.37% 69
2023
Q3
$446K Sell
2,838
-131
-4% -$19.9K 0.34% 77
2023
Q2
$428K Buy
+2,969
New +$425K 0.32% 78

Other funds holding OLED

Fortune Financial Advisors's OLED Position: Q4 2025 in Review

Fortune Financial Advisors sold out of Universal Display (OLED) in Q4 2025, closing a stake of 2,004 shares — an estimated $288K sold.

Fortune Financial Advisors first reported a position in OLED in Q2 2023 and held it in 10 quarters. The position peaked at $556K in Q3 2024. 473 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

  • Fortune Financial Advisors reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
  • Fortune Financial Advisors sold 2,004 Universal Display shares in Q4 2025, an estimated $288K.
  • Fortune Financial Advisors first reported a position in Universal Display in Q2 2023 and held it in 10 quarters.
  • Fortune Financial Advisors's Universal Display position peaked at $556K in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Fortune Financial Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.