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Kestra Investment Management’s Universal Display OLED Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-770
Closed -$112K – 830
2025
Q2 		$112K Buy
770
+322
+72% +$45.1K ﹤0.01% 508
2025
Q1 		$62.5K Buy
+448
New +$66.9K ﹤0.01% 450

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kestra Investment Management's OLED Position: Q3 2025 in Review

Kestra Investment Management sold out of Universal Display (OLED) in Q3 2025, closing a stake of 770 shares — an estimated $112K sold.

Kestra Investment Management first reported a position in OLED in Q1 2025 and held it in 2 quarters. The position peaked at $112K in Q2 2025. 492 funds tracked by Wall St. Rank hold OLED as of Q3 2025.

  • Kestra Investment Management reported no remaining Universal Display position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 770 Universal Display shares in Q3 2025, an estimated $112K.
  • Kestra Investment Management first reported a position in Universal Display in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Universal Display position peaked at $112K in Q2 2025.
  • 492 funds tracked by Wall St. Rank held Universal Display as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.