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JFS Wealth Advisors’s Universal Display OLED Stock Holding History

JFS 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
2026
Q2 		$520 Sell
6
-3
-33% -$277 ﹤0.01% 1949
2026
Q1 		$825 Sell
9
-14
-61% -$1.55K ﹤0.01% 1699
2025
Q4 		$2.69K Buy
23
+1
+5% +$130 ﹤0.01% 1456
2025
Q3 		$3.16K Hold
22
– – ﹤0.01% 1295
2025
Q2 		$3.4K Sell
22
-8
-27% -$1.12K ﹤0.01% 1220
2025
Q1 		$4.18K Buy
30
+2
+7% +$299 ﹤0.01% 1185
2024
Q4 		$4.09K Sell
28
-1
-3% -$178 ﹤0.01% 1198
2024
Q3 		$6.09K Buy
29
+1
+4% +$203 ﹤0.01% 1049
2024
Q2 		$5.89K Sell
28
-306
-92% -$53.8K ﹤0.01% 1000
2024
Q1 		$56.3K Buy
334
+306
+1,093% +$53.2K ﹤0.01% 409
2023
Q4 		$5.36K Buy
28
+1
+4% +$165 ﹤0.01% 1025
2023
Q3 		$4.24K Sell
27
-2
-7% -$304 ﹤0.01% 1058
2023
Q2 		$4.18K Hold
29
– – ﹤0.01% 1084
2023
Q1 		$4.5K Buy
29
+10
+53% +$1.34K ﹤0.01% 1032
2022
Q4 		$2.05K Buy
19
+3
+19% +$315 ﹤0.01% 1359
2022
Q3 		$2K Buy
16
+6
+60% +$664 ﹤0.01% 1364
2022
Q2 		$1K Sell
10
-49
-83% -$6.3K ﹤0.01% 1602
2022
Q1 		$10K Buy
59
+51
+638% +$7.92K ﹤0.01% 791
2021
Q4 		$1K Buy
+8
New +$1.32K ﹤0.01% 1488
2018
Q1 		– Sell
-500
Closed -$86K – 561
2017
Q4 		$86K Buy
+500
New +$79.7K 0.02% 209

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's OLED Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Universal Display (OLED) stake by 33% in Q2 2026, selling an estimated $277 and leaving 6 shares worth $520. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

JFS Wealth Advisors first reported a position in OLED in Q4 2017 and has held it in 20 quarters since. The position peaked at $86K in Q4 2017. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • JFS Wealth Advisors held 6 shares of Universal Display worth $520 as of Q2 2026.
  • JFS Wealth Advisors sold 3 Universal Display shares in Q2 2026, an estimated $277.
  • Universal Display made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1949 holding.
  • JFS Wealth Advisors first reported a position in Universal Display in Q4 2017 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Universal Display position peaked at $86K in Q4 2017.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.