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Morton Brown Family Wealth’s Universal Display OLED Stock Holding History

Morton Brown Family Wealth’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 		$37.6K Hold
434
– – 0.01% 136
2026
Q1 		$39.8K Hold
434
– – 0.01% 126
2025
Q4 		$50.7K Hold
434
– – 0.01% 112
2025
Q3 		$62.3K Hold
434
– – 0.02% 99
2025
Q2 		$67K Sell
434
-66
-13% -$9.24K 0.02% 94
2025
Q1 		$69.7K Hold
500
– – 0.02% 91
2024
Q4 		$73.1K Buy
+500
New +$89K 0.03% 93

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's OLED Position: Q2 2026 in Review

Morton Brown Family Wealth held its Universal Display (OLED) position steady in Q2 2026 at 434 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #136.

Morton Brown Family Wealth first reported a position in OLED in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.1K in Q4 2024. 442 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Morton Brown Family Wealth held 434 shares of Universal Display worth $37.6K as of Q2 2026.
  • Morton Brown Family Wealth left its Universal Display share count unchanged in Q2 2026.
  • Universal Display made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #136 holding.
  • Morton Brown Family Wealth first reported a position in Universal Display in Q4 2024 and has held it in 7 quarters since.
  • Morton Brown Family Wealth's Universal Display position peaked at $73.1K in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.