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NewSquare Capital’s Universal Display OLED Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-30
Closed -$4.63K – 898
2025
Q2 		$4.63K Buy
30
+10
+50% +$1.4K ﹤0.01% 826
2025
Q1 		$2.79K Sell
20
-2,921
-99% -$436K ﹤0.01% 800
2024
Q4 		$430K Buy
+2,941
New +$524K 0.03% 152
2022
Q1 		– Sell
-1,000
Closed -$165K – 441
2021
Q4 		$165K Hold
1,000
– – 0.02% 167
2021
Q3 		$171K Buy
+1,000
New +$207K 0.02% 160

Other funds holding OLED

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewSquare Capital's OLED Position: Q3 2025 in Review

NewSquare Capital sold out of Universal Display (OLED) in Q3 2025, closing a stake of 30 shares — an estimated $4.63K sold.

NewSquare Capital first reported a position in OLED in Q3 2021 and held it in 5 quarters. The position peaked at $430K in Q4 2024. 492 funds tracked by Wall St. Rank hold OLED as of Q3 2025.

  • NewSquare Capital reported no remaining Universal Display position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 30 Universal Display shares in Q3 2025, an estimated $4.63K.
  • NewSquare Capital first reported a position in Universal Display in Q3 2021 and held it in 5 quarters.
  • NewSquare Capital's Universal Display position peaked at $430K in Q4 2024.
  • 492 funds tracked by Wall St. Rank held Universal Display as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.