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Marshall & Sterling Wealth Advisors’s Universal Display OLED Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-66
Closed -$9.48K – 537
2025
Q3 		$9.48K Hold
66
– – 0.01% 358
2025
Q2 		$10.2K Hold
66
– – 0.01% 325
2025
Q1 		$9.21K Buy
+66
New +$9.86K 0.01% 333

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's OLED Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Universal Display (OLED) in Q4 2025, closing a stake of 66 shares — an estimated $9.48K sold.

Marshall & Sterling Wealth Advisors first reported a position in OLED in Q1 2025 and held it in 3 quarters. The position peaked at $10.2K in Q2 2025. 474 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 66 Universal Display shares in Q4 2025, an estimated $9.48K.
  • Marshall & Sterling Wealth Advisors first reported a position in Universal Display in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Universal Display position peaked at $10.2K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.