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Measured Wealth Private Client Group’s Universal Display OLED Stock Holding History

Measured Wealth Private Client Group’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 		$17.5K Sell
202
-33
-14% -$3.05K ﹤0.01% 515
2026
Q1 		$21.5K Sell
235
-20
-8% -$2.21K 0.01% 457
2025
Q4 		$29.8K Buy
255
+24
+10% +$3.11K 0.01% 392
2025
Q3 		$33.2K Buy
+231
New +$33.6K 0.01% 367

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Measured Wealth Private Client Group's OLED Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Universal Display (OLED) stake by 14% in Q2 2026, selling an estimated $3.05K and leaving 202 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Measured Wealth Private Client Group first reported a position in OLED in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.2K in Q3 2025. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Measured Wealth Private Client Group held 202 shares of Universal Display worth $17.5K as of Q2 2026.
  • Measured Wealth Private Client Group sold 33 Universal Display shares in Q2 2026, an estimated $3.05K.
  • Universal Display made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #515 holding.
  • Measured Wealth Private Client Group first reported a position in Universal Display in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Universal Display position peaked at $33.2K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.