Global Financial Private Client’s Universal Display OLED Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-34	Closed	-$4.74K	–	1168
2025 Q1	$4.74K	Buy	34 +32	+1,600%	+$4.78K	﹤0.01%	698
2024 Q4	$292	Buy	+2	New	+$356	﹤0.01%	1133
2021 Q4	–	Sell	-476	Closed	-$81.8K	–	649
2021 Q3	$81.8K	Buy	476 +170	+56%	+$35.2K	0.04%	201
2021 Q2	$67K	Buy	306 +298	+3,725%	+$65.3K	0.04%	216
2021 Q1	$1.91K	Buy	+8	New	+$1.85K	﹤0.01%	442

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Global Financial Private Client's OLED Position: Q2 2025 in Review

Global Financial Private Client sold out of Universal Display (OLED) in Q2 2025, closing a stake of 34 shares — an estimated $4.74K sold.

Global Financial Private Client first reported a position in OLED in Q1 2021 and held it in 5 quarters. The position peaked at $81.8K in Q3 2021. 491 funds tracked by Wall St. Rank hold OLED as of Q2 2025.

Global Financial Private Client reported no remaining Universal Display position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 34 Universal Display shares in Q2 2025, an estimated $4.74K.
Global Financial Private Client first reported a position in Universal Display in Q1 2021 and held it in 5 quarters.
Global Financial Private Client's Universal Display position peaked at $81.8K in Q3 2021.
491 funds tracked by Wall St. Rank held Universal Display as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.