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BFC Planning, Inc.’s Universal Display OLED Stock Holding History

BFC Planning, Inc.’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
Q3 		– Sell
-15
Closed -$1.3K – 3575
2026
Q2 		$1.3K Hold
15
– – ﹤0.01% 3091
2026
Q1 		$1.38K Hold
15
– – ﹤0.01% 2684
2025
Q4 		$1.75K Sell
15
-5
-25% -$648 ﹤0.01% 2670
2025
Q3 		$2.9K Hold
20
– – ﹤0.01% 2368
2025
Q2 		$3.12K Hold
20
– – ﹤0.01% 2200
2025
Q1 		$2.82K Buy
20
+5
+33% +$747 ﹤0.01% 2221
2024
Q4 		$2.22K Hold
15
– – ﹤0.01% 2263
2024
Q3 		$3.18K Buy
+15
New +$3.04K ﹤0.01% 2158

Other funds holding OLED

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

BFC Planning, Inc.'s OLED Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Universal Display (OLED) in Q3 2026, closing a stake of 15 shares — an estimated $1.3K sold.

BFC Planning, Inc. first reported a position in OLED in Q3 2024 and held it in 8 quarters. The position peaked at $3.18K in Q3 2024. 320 funds tracked by Wall St. Rank hold OLED as of Q3 2026.

  • BFC Planning, Inc. reported no remaining Universal Display position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 15 Universal Display shares in Q3 2026, an estimated $1.3K.
  • BFC Planning, Inc. first reported a position in Universal Display in Q3 2024 and held it in 8 quarters.
  • BFC Planning, Inc.'s Universal Display position peaked at $3.18K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held Universal Display as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.