HCR Wealth Advisors’s Universal Display OLED Stock Holding History

HCR 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 Q2	–	Sell	-2,000	Closed	-$279K	–	242
2025 Q1	$279K	Hold	2,000	–	–	0.04%	189
2024 Q4	$292K	Hold	2,000	–	–	0.04%	182
2024 Q3	$420K	Hold	2,000	–	–	0.05%	155
2024 Q2	$421K	Hold	2,000	–	–	0.06%	143
2024 Q1	$337K	Hold	2,000	–	–	0.05%	158
2023 Q4	$383K	Hold	2,000	–	–	0.06%	137
2023 Q3	$314K	Hold	2,000	–	–	0.07%	126
2023 Q2	$288K	Hold	2,000	–	–	0.05%	141
2023 Q1	$310K	Hold	2,000	–	–	0.06%	136
2022 Q4	$216K	Buy	+2,000	New	+$210K	0.05%	160
2022 Q3	–	Sell	-2,000	Closed	-$202K	–	177
2022 Q2	$202K	Hold	2,000	–	–	0.04%	166
2022 Q1	$334K	Hold	2,000	–	–	0.05%	148
2021 Q4	$330K	Hold	2,000	–	–	0.05%	160
2021 Q3	$342K	Buy	2,000 +200	+11%	+$41.4K	0.06%	160
2021 Q2	$400K	Hold	1,800	–	–	0.07%	145
2021 Q1	$426K	Sell	1,800 -750	-29%	-$173K	0.08%	134
2020 Q4	$586K	Sell	2,550 -300	-11%	-$64.1K	0.12%	109
2020 Q3	$515K	Buy	2,850 +300	+12%	+$51.2K	0.12%	104
2020 Q2	$375K	Sell	2,550 -250	-9%	-$36.7K	0.09%	109
2020 Q1	$369K	Buy	2,800 +1,000	+56%	+$172K	0.11%	106
2019 Q4	$371K	Hold	1,800	–	–	0.09%	117
2019 Q3	$302K	Hold	1,800	–	–	0.1%	123
2019 Q2	$339K	Sell	1,800 -10	-0.6%	-$1.66K	0.1%	119
2019 Q1	$277K	Buy	+1,810	New	+$224K	0.08%	145
2018 Q4	–	Sell	-1,810	Closed	-$201K	–	169
2018 Q3	$201K	Buy	+1,810	New	+$199K	0.07%	149

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

HCR Wealth Advisors's OLED Position: Q2 2025 in Review

HCR Wealth Advisors sold out of Universal Display (OLED) in Q2 2025, closing a stake of 2,000 shares — an estimated $279K sold.

HCR Wealth Advisors first reported a position in OLED in Q3 2018 and held it in 25 quarters. The position peaked at $586K in Q4 2020. 491 funds tracked by Wall St. Rank hold OLED as of Q2 2025.

HCR Wealth Advisors reported no remaining Universal Display position as of Q2 2025 after selling out during the quarter.
HCR Wealth Advisors sold 2,000 Universal Display shares in Q2 2025, an estimated $279K.
HCR Wealth Advisors first reported a position in Universal Display in Q3 2018 and held it in 25 quarters.
HCR Wealth Advisors's Universal Display position peaked at $586K in Q4 2020.
491 funds tracked by Wall St. Rank held Universal Display as of Q2 2025.

Based on HCR Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.