Orion Portfolio Solutions’s Universal Display OLED Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.29M	Buy	9,268 +2,911	+46%	+$435K	0.01%	939
2024 Q4	$929K	Sell	6,357 -364	-5%	-$64.8K	0.01%	1095
2024 Q3	$1.41M	Buy	6,721 +171	+3%	+$34.6K	0.01%	868
2024 Q2	$1.38M	Sell	6,550 -70	-1%	-$12.3K	0.01%	828
2024 Q1	$1.12M	Sell	6,620 -516	-7%	-$89.8K	0.01%	939
2023 Q4	$1.28M	Sell	7,136 -424	-6%	-$70.1K	0.01%	831
2023 Q3	$1.19M	Sell	7,560 -325	-4%	-$49.4K	0.01%	851
2023 Q2	$1.14M	Sell	7,885 -266	-3%	-$38.1K	0.01%	899
2023 Q1	$1.26M	Buy	+8,151	New	+$1.1M	0.02%	781
2020 Q3	–	Sell	-211	Closed	-$32K	–	1531
2020 Q2	$32K	Sell	211 -30	-12%	-$4.4K	﹤0.01%	814
2020 Q1	$32K	Buy	241 +37	+18%	+$6.36K	﹤0.01%	703
2019 Q4	$42K	Buy	+204	New	+$38.5K	﹤0.01%	589

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's OLED Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Universal Display (OLED) stake by 46% in Q1 2025, buying an estimated $435K and bringing the position to 9,268 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #939.

Orion Portfolio Solutions first reported a position in OLED in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.41M in Q3 2024. 479 funds tracked by Wall St. Rank hold OLED as of Q1 2025.

Orion Portfolio Solutions held 9,268 shares of Universal Display worth $1.29M as of Q1 2025.
Orion Portfolio Solutions bought 2,911 Universal Display shares in Q1 2025, an estimated $435K.
Universal Display made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #939 holding.
Orion Portfolio Solutions first reported a position in Universal Display in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Universal Display position peaked at $1.41M in Q3 2024.
479 funds tracked by Wall St. Rank held Universal Display as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.