Mount Yale Investment Advisors’s Universal Display OLED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$308K Buy
3,361
+662
+25% +$73.2K 0.01% 878
2025
Q4
$315K Buy
+2,699
New +$350K 0.02% 583

Other funds holding OLED

Mount Yale Investment Advisors's OLED Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Universal Display (OLED) stake by 25% in Q1 2026, buying an estimated $73.2K and bringing the position to 3,361 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #878.

Mount Yale Investment Advisors first reported a position in OLED in Q4 2025 and has held it in 2 quarters since. The position peaked at $315K in Q4 2025. 459 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • Mount Yale Investment Advisors held 3,361 shares of Universal Display worth $308K as of Q1 2026.
  • Mount Yale Investment Advisors bought 662 Universal Display shares in Q1 2026, an estimated $73.2K.
  • Universal Display made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #878 holding.
  • Mount Yale Investment Advisors first reported a position in Universal Display in Q4 2025 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's Universal Display position peaked at $315K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.