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Forum Financial Management’s Universal Display OLED Stock Holding History

Forum Financial Management’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 		$337K Hold
3,893
– – ﹤0.01% 259
2026
Q1 		$357K Sell
3,893
-1,031
-21% -$114K 0.01% 240
2025
Q4 		$575K Buy
+4,924
New +$639K 0.01% 415

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Forum Financial Management's OLED Position: Q2 2026 in Review

Forum Financial Management held its Universal Display (OLED) position steady in Q2 2026 at 3,893 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Forum Financial Management first reported a position in OLED in Q4 2025 and has held it in 3 quarters since. The position peaked at $575K in Q4 2025. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Forum Financial Management held 3,893 shares of Universal Display worth $337K as of Q2 2026.
  • Forum Financial Management left its Universal Display share count unchanged in Q2 2026.
  • Universal Display made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #259 holding.
  • Forum Financial Management first reported a position in Universal Display in Q4 2025 and has held it in 3 quarters since.
  • Forum Financial Management's Universal Display position peaked at $575K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.