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Perigon Wealth Management’s Universal Display OLED Stock Holding History

Perigon Wealth Management’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
Q2 		– Sell
-2,709
Closed -$378K – 1094
2025
Q1 		$378K Buy
2,709
+127
+5% +$19K 0.01% 727
2024
Q4 		$380K Buy
2,582
+398
+18% +$70.9K 0.01% 732
2024
Q3 		$458K Buy
2,184
+45
+2% +$9.12K 0.01% 645
2024
Q2 		$450K Sell
2,139
-109
-5% -$19.2K 0.01% 563
2024
Q1 		$379K Sell
2,248
-16
-0.7% -$2.78K 0.01% 610
2023
Q4 		$433K Buy
2,264
+9
+0.4% +$1.49K 0.01% 541
2023
Q3 		$354K Buy
2,255
+62
+3% +$9.42K 0.01% 535
2023
Q2 		$316K Buy
2,193
+7
+0.3% +$1K 0.01% 587
2023
Q1 		$339K Sell
2,186
-237
-10% -$31.9K 0.02% 504
2022
Q4 		$262K Buy
2,423
+113
+5% +$11.9K 0.02% 573
2022
Q3 		$218K Sell
2,310
-684
-23% -$75.7K 0.02% 517
2022
Q2 		$303K Sell
2,994
-954
-24% -$123K 0.03% 428
2022
Q1 		$659K Sell
3,948
-95
-2% -$14.7K 0.05% 299
2021
Q4 		$667K Buy
4,043
+1,224
+43% +$202K 0.05% 283
2021
Q3 		$482K Buy
2,819
+43
+2% +$8.9K 0.04% 312
2021
Q2 		$617K Buy
2,776
+32
+1% +$7.01K 0.05% 264
2021
Q1 		$650K Sell
2,744
-499
-15% -$115K 0.07% 246
2020
Q4 		$745K Buy
3,243
+503
+18% +$107K 0.09% 187
2020
Q3 		$495K Buy
+2,740
New +$468K 0.07% 224
2020
Q2 		– Sell
-1,492
Closed -$206K – 367
2020
Q1 		$206K Buy
1,492
+9
+0.6% +$1.55K 0.04% 293
2019
Q4 		$314K Buy
+1,483
New +$280K 0.06% 188

Other funds holding OLED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Perigon Wealth Management's OLED Position: Q2 2025 in Review

Perigon Wealth Management sold out of Universal Display (OLED) in Q2 2025, closing a stake of 2,709 shares — an estimated $378K sold.

Perigon Wealth Management first reported a position in OLED in Q4 2019 and held it in 21 quarters. The position peaked at $745K in Q4 2020. 491 funds tracked by Wall St. Rank hold OLED as of Q2 2025.

  • Perigon Wealth Management reported no remaining Universal Display position as of Q2 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 2,709 Universal Display shares in Q2 2025, an estimated $378K.
  • Perigon Wealth Management first reported a position in Universal Display in Q4 2019 and held it in 21 quarters.
  • Perigon Wealth Management's Universal Display position peaked at $745K in Q4 2020.
  • 491 funds tracked by Wall St. Rank held Universal Display as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.