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
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% 650
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

BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return