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Pettinga Financial Advisors’s Universal Display OLED Stock Holding History

Pettinga Financial Advisors’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
-1,335
Closed -$206K – 143
2025
Q2 		$206K Buy
+1,335
New +$187K 0.05% 129
2025
Q1 		– Sell
-1,385
Closed -$202K – 135
2024
Q4 		$202K Hold
1,385
– – 0.05% 121
2024
Q3 		$291K Sell
1,385
-10
-0.7% -$2.03K 0.07% 102
2024
Q2 		$293K Hold
1,395
– – 0.07% 101
2024
Q1 		$235K Hold
1,395
– – 0.06% 112
2023
Q4 		$267K Sell
1,395
-15
-1% -$2.48K 0.07% 104
2023
Q3 		$221K Hold
1,410
– – 0.07% 96
2023
Q2 		$203K Hold
1,410
– – 0.06% 99
2023
Q1 		$219K Buy
+1,410
New +$190K 0.07% 95
2022
Q2 		– Sell
-1,360
Closed -$227K – 109
2022
Q1 		$227K Hold
1,360
– – 0.06% 97
2021
Q4 		$224K Buy
1,360
+25
+2% +$4.12K 0.05% 98
2021
Q3 		$228K Hold
1,335
– – 0.06% 102
2021
Q2 		$297K Buy
1,335
+25
+2% +$5.48K 0.08% 82
2021
Q1 		$310K Sell
1,310
-250
-16% -$57.7K 0.09% 76
2020
Q4 		$358K Sell
1,560
-100
-6% -$21.4K 0.13% 65
2020
Q3 		$300K Sell
1,660
-25
-1% -$4.27K 0.13% 66
2020
Q2 		$252K Hold
1,685
– – 0.12% 66
2020
Q1 		$222K Buy
1,685
+150
+10% +$25.8K 0.15% 63
2019
Q4 		$316K Hold
1,535
– – 0.17% 64
2019
Q3 		$258K Hold
1,535
– – 0.14% 76
2019
Q2 		$289K Sell
1,535
-125
-8% -$20.8K 0.15% 77
2019
Q1 		$254K Buy
+1,660
New +$205K 0.14% 77

Other funds holding OLED

Vanguard Group
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

Pettinga Financial Advisors's OLED Position: Q3 2025 in Review

Pettinga Financial Advisors sold out of Universal Display (OLED) in Q3 2025, closing a stake of 1,335 shares — an estimated $206K sold.

Pettinga Financial Advisors first reported a position in OLED in Q1 2019 and held it in 22 quarters. The position peaked at $358K in Q4 2020. 492 funds tracked by Wall St. Rank hold OLED as of Q3 2025.

  • Pettinga Financial Advisors reported no remaining Universal Display position as of Q3 2025 after selling out during the quarter.
  • Pettinga Financial Advisors sold 1,335 Universal Display shares in Q3 2025, an estimated $206K.
  • Pettinga Financial Advisors first reported a position in Universal Display in Q1 2019 and held it in 22 quarters.
  • Pettinga Financial Advisors's Universal Display position peaked at $358K in Q4 2020.
  • 492 funds tracked by Wall St. Rank held Universal Display as of Q3 2025.

Based on Pettinga Financial Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.