Lido Advisors
OLED icon

Lido Advisors’s Universal Display OLED Stock Holding History

Lido 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 		$605K Buy
7,847
+3,075
+64% +$252K ﹤0.01% 1362
2026
Q2 		$413K Sell
4,772
-1,309
-22% -$121K ﹤0.01% 1584
2026
Q1 		$557K Buy
6,081
+296
+5% +$32.7K ﹤0.01% 1242
2025
Q4 		$827K Buy
5,785
+2
+0% +$259 ﹤0.01% 1087
2025
Q3 		$831K Buy
5,783
+95
+2% +$13.8K ﹤0.01% 1031
2025
Q2 		$879K Buy
5,688
+419
+8% +$58.7K ﹤0.01% 896
2025
Q1 		$735K Buy
5,269
+22
+0.4% +$3.29K ﹤0.01% 894
2024
Q4 		$767K Buy
5,247
+19
+0.4% +$3.38K ﹤0.01% 859
2024
Q3 		$1.1M Buy
5,228
+267
+5% +$54.1K 0.01% 674
2024
Q2 		$1.04M Sell
4,961
-198
-4% -$34.8K 0.01% 651
2024
Q1 		$869K Buy
+5,159
New +$898K 0.01% 715
2017
Q3 		– Sell
-2,525
Closed -$276K – 321
2017
Q2 		$276K Buy
+2,525
New +$266K 0.06% 193

Other funds holding OLED

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Griffin Asset Management
Griffin Asset Management New York $934M AUM 18.69% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Lido Advisors's OLED Position: Q3 2026 in Review

Lido Advisors increased its Universal Display (OLED) stake by 64% in Q3 2026, buying an estimated $252K and bringing the position to 7,847 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Lido Advisors first reported a position in OLED in Q2 2017 and has held it in 12 quarters since. The position peaked at $1.1M in Q3 2024. 185 funds tracked by Wall St. Rank hold OLED as of Q3 2026.

  • Lido Advisors held 7,847 shares of Universal Display worth $605K as of Q3 2026.
  • Lido Advisors bought 3,075 Universal Display shares in Q3 2026, an estimated $252K.
  • Universal Display made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1362 holding.
  • Lido Advisors first reported a position in Universal Display in Q2 2017 and has held it in 12 quarters since.
  • Lido Advisors's Universal Display position peaked at $1.1M in Q3 2024.
  • 185 funds tracked by Wall St. Rank held Universal Display as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.