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Fulcrum Wealth Advisors’s Universal Display OLED Stock Holding History

Fulcrum 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 		$202K Buy
2,338
+14
+0.6% +$1.29K 0.15% 80
2026
Q1 		$213K Buy
2,324
+13
+0.6% +$1.44K 0.18% 68
2025
Q4 		$270K Buy
+2,311
New +$300K 0.22% 55

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

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

Fulcrum Wealth Advisors increased its Universal Display (OLED) stake by 0.6% in Q2 2026, buying an estimated $1.29K and bringing the position to 2,338 shares worth $202K. The position accounts for 0.15% of the portfolio, ranked #80.

Fulcrum Wealth Advisors first reported a position in OLED in Q4 2025 and has held it in 3 quarters since. The position peaked at $270K in Q4 2025. 440 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Fulcrum Wealth Advisors held 2,338 shares of Universal Display worth $202K as of Q2 2026.
  • Fulcrum Wealth Advisors bought 14 Universal Display shares in Q2 2026, an estimated $1.29K.
  • Universal Display made up 0.15% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Fulcrum Wealth Advisors first reported a position in Universal Display in Q4 2025 and has held it in 3 quarters since.
  • Fulcrum Wealth Advisors's Universal Display position peaked at $270K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.