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Mark Sheptoff Financial Planning’s Universal Display OLED Stock Holding History

Mark Sheptoff Financial Planning’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
-55
Closed -$6.47K – 556
2025
Q4 		$6.47K Hold
55
– – ﹤0.01% 395
2025
Q3 		$7.92K Hold
55
– – ﹤0.01% 365
2025
Q2 		$8.49K Hold
55
– – ﹤0.01% 354
2025
Q1 		$7.67K Hold
55
– – ﹤0.01% 341
2024
Q4 		$8.04K Hold
55
– – ﹤0.01% 332
2024
Q3 		$11.5K Hold
55
– – 0.01% 295
2024
Q2 		$11.6K Hold
55
– – 0.01% 301
2024
Q1 		$9.27K Buy
+55
New +$9.57K 0.01% 299

Other funds holding OLED

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Mark Sheptoff Financial Planning's OLED Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Universal Display (OLED) in Q1 2026, closing a stake of 55 shares — an estimated $6.47K sold.

Mark Sheptoff Financial Planning first reported a position in OLED in Q1 2024 and held it in 8 quarters. The position peaked at $11.6K in Q2 2024. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 55 Universal Display shares in Q1 2026, an estimated $6.47K.
  • Mark Sheptoff Financial Planning first reported a position in Universal Display in Q1 2024 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's Universal Display position peaked at $11.6K in Q2 2024.
  • 457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.