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LVW Advisors’s Universal Display OLED Stock Holding History

LVW 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
Q2 		– Sell
-3,470
Closed -$318K – 487
2026
Q1 		$318K Buy
3,470
+377
+12% +$41.7K 0.03% 315
2025
Q4 		$361K Sell
3,093
-1,507
-33% -$195K 0.04% 245
2025
Q3 		$661K Sell
4,600
-558
-11% -$81.1K 0.07% 153
2025
Q2 		$797K Sell
5,158
-414
-7% -$58K 0.09% 133
2025
Q1 		$777K Buy
5,572
+2,422
+77% +$362K 0.09% 127
2024
Q4 		$461K Sell
3,150
-591
-16% -$105K 0.06% 202
2024
Q3 		$785K Buy
+3,741
New +$758K 0.1% 141

Other funds holding OLED

GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVW Advisors's OLED Position: Q2 2026 in Review

LVW Advisors sold out of Universal Display (OLED) in Q2 2026, closing a stake of 3,470 shares — an estimated $318K sold.

LVW Advisors first reported a position in OLED in Q3 2024 and held it in 7 quarters. The position peaked at $797K in Q2 2025. 123 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • LVW Advisors reported no remaining Universal Display position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 3,470 Universal Display shares in Q2 2026, an estimated $318K.
  • LVW Advisors first reported a position in Universal Display in Q3 2024 and held it in 7 quarters.
  • LVW Advisors's Universal Display position peaked at $797K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.