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Legacy Wealth Asset Management’s Universal Display OLED Stock Holding History

Legacy Wealth Asset 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
2026
Q1 		– Sell
-2,365
Closed -$276K – 390
2025
Q4 		$276K Sell
2,365
-39
-2% -$5.06K 0.07% 324
2025
Q3 		$345K Sell
2,404
-39
-2% -$5.67K 0.08% 303
2025
Q2 		$377K Sell
2,443
-390
-14% -$54.6K 0.1% 287
2025
Q1 		$395K Sell
2,833
-18
-0.6% -$2.69K 0.11% 267
2024
Q4 		$417K Sell
2,851
-99
-3% -$17.6K 0.11% 267
2024
Q3 		$619K Sell
2,950
-18
-0.6% -$3.65K 0.17% 202
2024
Q2 		$624K Hold
2,968
– – 0.18% 182
2024
Q1 		$500K Buy
2,968
+9
+0.3% +$1.57K 0.14% 232
2023
Q4 		$566K Sell
2,959
-24
-0.8% -$3.97K 0.19% 192
2023
Q3 		$468K Sell
2,983
-11
-0.4% -$1.67K 0.17% 210
2023
Q2 		$432K Sell
2,994
-18
-0.6% -$2.58K 0.15% 234
2023
Q1 		$467K Sell
3,012
-74
-2% -$9.95K 0.17% 206
2022
Q4 		$333K Sell
3,086
-16
-0.5% -$1.68K 0.13% 278
2022
Q3 		$293K Sell
3,102
-71
-2% -$7.86K 0.13% 265
2022
Q2 		$321K Buy
3,173
+501
+19% +$64.4K 0.13% 224
2022
Q1 		$446K Buy
2,672
+558
+26% +$86.6K 0.16% 201
2021
Q4 		$349K Buy
2,114
+447
+27% +$73.7K 0.12% 243
2021
Q3 		$285K Buy
1,667
+8
+0.5% +$1.66K 0.13% 245
2021
Q2 		$369K Buy
1,659
+29
+2% +$6.35K 0.16% 225
2021
Q1 		$386K Sell
1,630
-56
-3% -$12.9K 0.18% 213
2020
Q4 		$387K Buy
+1,686
New +$360K 0.19% 198

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Legacy Wealth Asset Management's OLED Position: Q1 2026 in Review

Legacy Wealth Asset Management sold out of Universal Display (OLED) in Q1 2026, closing a stake of 2,365 shares — an estimated $276K sold.

Legacy Wealth Asset Management first reported a position in OLED in Q4 2020 and held it in 21 quarters. The position peaked at $624K in Q2 2024. 461 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • Legacy Wealth Asset Management reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 2,365 Universal Display shares in Q1 2026, an estimated $276K.
  • Legacy Wealth Asset Management first reported a position in Universal Display in Q4 2020 and held it in 21 quarters.
  • Legacy Wealth Asset Management's Universal Display position peaked at $624K in Q2 2024.
  • 461 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.