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Institute for Wealth Management’s Universal Display OLED Stock Holding History

Institute for 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
2026
Q2 		$82K Buy
+947
New +$87.4K 0.01% 740
2024
Q4 		– Sell
-1,281
Closed -$269K – 550
2024
Q3 		$269K Hold
1,281
– – 0.03% 444
2024
Q2 		$269K Hold
1,281
– – 0.04% 410
2024
Q1 		$216K Hold
1,281
– – 0.03% 469
2023
Q4 		$245K Hold
1,281
– – 0.04% 414
2023
Q3 		$201K Buy
+1,281
New +$195K 0.04% 435
2023
Q2 		– Sell
-1,390
Closed -$216K – 469
2023
Q1 		$216K Buy
+1,390
New +$187K 0.04% 415
2022
Q2 		– Sell
-1,390
Closed -$232K – 551
2022
Q1 		$232K Hold
1,390
– – 0.04% 486
2021
Q4 		$229K Hold
1,390
– – 0.04% 441
2021
Q3 		$238K Hold
1,390
– – 0.04% 427
2021
Q2 		$309K Sell
1,390
-60
-4% -$13.1K 0.05% 367
2021
Q1 		$343K Hold
1,450
– – 0.07% 335
2020
Q4 		$333K Sell
1,450
-300
-17% -$64.1K 0.07% 329
2020
Q3 		$316K Buy
1,750
+31
+2% +$5.29K 0.07% 308
2020
Q2 		$257K Hold
1,719
– – 0.06% 345
2020
Q1 		$227K Sell
1,719
-395
-19% -$67.9K 0.07% 342
2019
Q4 		$436K Hold
2,114
– – 0.1% 282
2019
Q3 		$355K Hold
2,114
– – 0.09% 293
2019
Q2 		$398K Hold
2,114
– – 0.09% 290
2019
Q1 		$323K Buy
+2,114
New +$262K 0.07% 319
2017
Q3 		– Sell
-2,114
Closed -$231K – 349
2017
Q2 		$231K Buy
+2,114
New +$223K 0.06% 352

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Institute for Wealth Management's OLED Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Universal Display (OLED) in Q2 2026: 947 shares worth $82K. The stake represents 0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in OLED as recently as Q3 2024.

Institute for Wealth Management first reported a position in OLED in Q2 2017 and has held it in 21 quarters since. The position peaked at $436K in Q4 2019. 442 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Institute for Wealth Management held 947 shares of Universal Display worth $82K as of Q2 2026.
  • Universal Display was a new Institute for Wealth Management position in Q2 2026.
  • Universal Display made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #740 holding.
  • Institute for Wealth Management first reported a position in Universal Display in Q2 2017 and has held it in 21 quarters since.
  • Institute for Wealth Management's Universal Display position peaked at $436K in Q4 2019.
  • 442 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.