Heritage Family Offices’s Universal Display OLED Stock Holding History

Heritage Family Offices’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 Q1	–	Sell	-3,032	Closed	-$354K	–	229
2025 Q4	$354K	Sell	3,032 -828	-21%	-$107K	0.16%	123
2025 Q3	$554K	Buy	3,860 +580	+18%	+$84.3K	0.26%	83
2025 Q2	$476K	Hold	3,280	–	–	0.24%	94
2025 Q1	$457K	Buy	3,280 +1,662	+103%	+$248K	0.23%	95
2024 Q4	$237K	Sell	1,618 -324	-17%	-$57.7K	0.12%	162
2024 Q3	$408K	Buy	+1,942	New	+$393K	0.21%	99

Other funds holding OLED

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Heritage Family Offices's OLED Position: Q1 2026 in Review

Heritage Family Offices sold out of Universal Display (OLED) in Q1 2026, closing a stake of 3,032 shares — an estimated $354K sold.

Heritage Family Offices first reported a position in OLED in Q3 2024 and held it in 6 quarters. The position peaked at $554K in Q3 2025. 459 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

Heritage Family Offices reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
Heritage Family Offices sold 3,032 Universal Display shares in Q1 2026, an estimated $354K.
Heritage Family Offices first reported a position in Universal Display in Q3 2024 and held it in 6 quarters.
Heritage Family Offices's Universal Display position peaked at $554K in Q3 2025.
459 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.