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Grey Fox Wealth Advisors’s Universal Display OLED Stock Holding History

Grey Fox 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
2025
Q4 		– Sell
-73
Closed -$10.5K – 455
2025
Q3 		$10.5K Buy
+73
New +$10.6K ﹤0.01% 404
2023
Q1 		– Sell
-10
Closed -$1.08K – 547
2022
Q4 		$1.08K Buy
+10
New +$1.05K ﹤0.01% 358

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Grey Fox Wealth Advisors's OLED Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Universal Display (OLED) in Q4 2025, closing a stake of 73 shares — an estimated $10.5K sold.

Grey Fox Wealth Advisors first reported a position in OLED in Q4 2022 and held it in 2 quarters. The position peaked at $10.5K in Q3 2025. 472 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 73 Universal Display shares in Q4 2025, an estimated $10.5K.
  • Grey Fox Wealth Advisors first reported a position in Universal Display in Q4 2022 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Universal Display position peaked at $10.5K in Q3 2025.
  • 472 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.