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Ledgewood Wealth Advisors’s Universal Display OLED Stock Holding History

Ledgewood 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
Q3 		$967K Hold
12,550
– – 0.53% 30
2026
Q2 		$1.09M Hold
12,550
– – 0.58% 28
2026
Q1 		$1.15M Hold
12,550
– – 0.65% 28
2025
Q4 		$1.47M Hold
12,550
– – 0.84% 24
2025
Q3 		$1.8M Sell
12,550
-350
-3% -$50.9K 1.07% 22
2025
Q2 		$1.99M Hold
12,900
– – 1.26% 20
2025
Q1 		$1.8M Hold
12,900
– – 1.16% 20
2024
Q4 		$1.89M Hold
12,900
– – 1.22% 19
2024
Q3 		$2.71M Buy
12,900
+2,000
+18% +$405K 1.82% 16
2024
Q2 		$2.29M Hold
10,900
– – 1.98% 15
2024
Q1 		$1.84M Hold
10,900
– – 1.71% 16
2023
Q4 		$2.08M Buy
+10,900
New +$1.8M 1.92% 16

Other funds holding OLED

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Ledgewood Wealth Advisors's OLED Position: Q3 2026 in Review

Ledgewood Wealth Advisors held its Universal Display (OLED) position steady in Q3 2026 at 12,550 shares worth $967K. The position accounts for 0.53% of the portfolio, ranked #30.

Ledgewood Wealth Advisors first reported a position in OLED in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.71M in Q3 2024. 16 funds tracked by Wall St. Rank hold OLED as of Q3 2026.

  • Ledgewood Wealth Advisors held 12,550 shares of Universal Display worth $967K as of Q3 2026.
  • Ledgewood Wealth Advisors left its Universal Display share count unchanged in Q3 2026.
  • Universal Display made up 0.53% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #30 holding.
  • Ledgewood Wealth Advisors first reported a position in Universal Display in Q4 2023 and has held it in 12 quarters since.
  • Ledgewood Wealth Advisors's Universal Display position peaked at $2.71M in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Universal Display as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.