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Personal CFO Solutions’s Universal Display OLED Stock Holding History

Personal CFO 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
2026
Q1 		$218K Buy
2,382
+445
+23% +$49.2K 0.03% 483
2025
Q4 		$226K Buy
1,937
+238
+14% +$30.9K 0.04% 469
2025
Q3 		$244K Hold
1,699
– – 0.04% 429
2025
Q2 		$262K Buy
1,699
+253
+17% +$35.4K 0.05% 374
2025
Q1 		$202K Sell
1,446
-98
-6% -$14.6K 0.04% 429
2024
Q4 		$226K Sell
1,544
-34
-2% -$6.05K 0.04% 409
2024
Q3 		$331K Sell
1,578
-322
-17% -$65.2K 0.05% 382
2024
Q2 		$399K Sell
1,900
-100
-5% -$17.6K 0.06% 301
2024
Q1 		$337K Sell
2,000
-382
-16% -$66.5K 0.05% 364
2023
Q4 		$456K Buy
2,382
+39
+2% +$6.45K 0.08% 250
2023
Q3 		$368K Buy
2,343
+37
+2% +$5.62K 0.07% 273
2023
Q2 		$332K Buy
2,306
+18
+0.8% +$2.58K 0.07% 308
2023
Q1 		$355K Sell
2,288
-29
-1% -$3.9K 0.07% 266
2022
Q4 		$250K Buy
+2,317
New +$243K 0.05% 353
2022
Q2 		– Sell
-1,554
Closed -$259K – 482
2022
Q1 		$259K Buy
1,554
+277
+22% +$43K 0.05% 374
2021
Q4 		$211K Buy
+1,277
New +$211K 0.04% 423
2021
Q2 		– Sell
-918
Closed -$217K – 460
2021
Q1 		$217K Buy
918
+23
+3% +$5.31K 0.05% 367
2020
Q4 		$206K Buy
+895
New +$191K 0.05% 346

Other funds holding OLED

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Personal CFO Solutions's OLED Position: Q1 2026 in Review

Personal CFO Solutions increased its Universal Display (OLED) stake by 23% in Q1 2026, buying an estimated $49.2K and bringing the position to 2,382 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #483.

Personal CFO Solutions first reported a position in OLED in Q4 2020 and has held it in 18 quarters since. The position peaked at $456K in Q4 2023. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • Personal CFO Solutions held 2,382 shares of Universal Display worth $218K as of Q1 2026.
  • Personal CFO Solutions bought 445 Universal Display shares in Q1 2026, an estimated $49.2K.
  • Universal Display made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #483 holding.
  • Personal CFO Solutions first reported a position in Universal Display in Q4 2020 and has held it in 18 quarters since.
  • Personal CFO Solutions's Universal Display position peaked at $456K in Q4 2023.
  • 457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.