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Independent Financial Group’s Universal Display OLED Stock Holding History

Independent Financial Group’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
-4,530
Closed -$651K – 1462
2025
Q3 		$651K Sell
4,530
-2,695
-37% -$392K 0.02% 744
2025
Q2 		$1.12M Sell
7,225
-28
-0.4% -$3.92K 0.03% 513
2025
Q1 		$1.01M Buy
7,253
+1,899
+35% +$284K 0.03% 476
2024
Q4 		$783K Buy
+5,354
New +$953K 0.03% 550

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Independent Financial Group's OLED Position: Q4 2025 in Review

Independent Financial Group sold out of Universal Display (OLED) in Q4 2025, closing a stake of 4,530 shares — an estimated $651K sold.

Independent Financial Group first reported a position in OLED in Q4 2024 and held it in 4 quarters. The position peaked at $1.12M in Q2 2025. 474 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

  • Independent Financial Group reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 4,530 Universal Display shares in Q4 2025, an estimated $651K.
  • Independent Financial Group first reported a position in Universal Display in Q4 2024 and held it in 4 quarters.
  • Independent Financial Group's Universal Display position peaked at $1.12M in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.