GoalVest Advisory’s Universal Display OLED Stock Holding History

GoalVest Advisory’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	$1.54K	Buy	+20	New	+$1.64K	﹤0.01%	666

Other funds holding OLED

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory's OLED Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Universal Display (OLED) in Q3 2026: 20 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings.

16 funds tracked by Wall St. Rank hold OLED as of Q3 2026.

GoalVest Advisory held 20 shares of Universal Display worth $1.54K as of Q3 2026.
Universal Display was a new GoalVest Advisory position in Q3 2026.
Universal Display made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #666 holding.
16 funds tracked by Wall St. Rank held Universal Display as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.