Krilogy Financial’s Universal Display OLED Stock Holding History

Krilogy Financial’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	-1,407	Closed	-$206K	–	966
2025 Q3	$206K	Buy	+1,407	New	+$205K	0.01%	816

Other funds holding OLED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Krilogy Financial's OLED Position: Q4 2025 in Review

Krilogy Financial sold out of Universal Display (OLED) in Q4 2025, closing a stake of 1,407 shares — an estimated $206K sold.

Krilogy Financial first reported a position in OLED in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 474 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

Krilogy Financial reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
Krilogy Financial sold 1,407 Universal Display shares in Q4 2025, an estimated $206K.
Krilogy Financial first reported a position in Universal Display in Q3 2025 and held it in 1 quarter.
Krilogy Financial's Universal Display position peaked at $206K in Q3 2025.
474 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Krilogy Financial's 13F filing for Q4 2025, filed 27 Jan 2026.