J.W. Cole Advisors’s Universal Display OLED Stock Holding History

J.W. Cole 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	-1,507	Closed	-$210K	–	1480
2025 Q1	$210K	Buy	+1,507	New	+$225K	0.01%	1130
2020 Q4	–	Sell	-1,493	Closed	-$270K	–	806
2020 Q3	$270K	Buy	+1,493	New	+$255K	0.02%	578

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

J.W. Cole Advisors's OLED Position: Q2 2025 in Review

J.W. Cole Advisors sold out of Universal Display (OLED) in Q2 2025, closing a stake of 1,507 shares — an estimated $210K sold.

J.W. Cole Advisors first reported a position in OLED in Q3 2020 and held it in 2 quarters. The position peaked at $270K in Q3 2020. 491 funds tracked by Wall St. Rank hold OLED as of Q2 2025.

J.W. Cole Advisors reported no remaining Universal Display position as of Q2 2025 after selling out during the quarter.
J.W. Cole Advisors sold 1,507 Universal Display shares in Q2 2025, an estimated $210K.
J.W. Cole Advisors first reported a position in Universal Display in Q3 2020 and held it in 2 quarters.
J.W. Cole Advisors's Universal Display position peaked at $270K in Q3 2020.
491 funds tracked by Wall St. Rank held Universal Display as of Q2 2025.

Based on J.W. Cole Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.