Golden State Wealth Management’s Universal Display OLED Stock Holding History

Golden State Wealth 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
2025 Q2	–	Sell	-5	Closed	-$701	–	1640
2025 Q1	$701	Hold	5	–	–	﹤0.01%	1467
2024 Q4	$733	Buy	+5	New	+$890	﹤0.01%	1392

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

Golden State Wealth Management's OLED Position: Q2 2025 in Review

Golden State Wealth Management sold out of Universal Display (OLED) in Q2 2025, closing a stake of 5 shares — an estimated $701 sold.

Golden State Wealth Management first reported a position in OLED in Q4 2024 and held it in 2 quarters. The position peaked at $733 in Q4 2024. 491 funds tracked by Wall St. Rank hold OLED as of Q2 2025.

Golden State Wealth Management reported no remaining Universal Display position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 5 Universal Display shares in Q2 2025, an estimated $701.
Golden State Wealth Management first reported a position in Universal Display in Q4 2024 and held it in 2 quarters.
Golden State Wealth Management's Universal Display position peaked at $733 in Q4 2024.
491 funds tracked by Wall St. Rank held Universal Display as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.