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Pinnacle Wealth Planning Services’s Universal Display OLED Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$952 Buy
11
+2
+22% +$185 ﹤0.01% 2587
2026
Q1 		$825 Sell
9
-50
-85% -$5.53K ﹤0.01% 2579
2025
Q4 		$6.89K Buy
+59
New +$7.65K ﹤0.01% 2174
2021
Q1 		– Sell
-6
Closed -$1K – 1441
2020
Q4 		$1K Buy
+6
New +$1.28K ﹤0.01% 2149

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pinnacle Wealth Planning Services's OLED Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Universal Display (OLED) stake by 22% in Q2 2026, buying an estimated $185 and bringing the position to 11 shares worth $952. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

Pinnacle Wealth Planning Services first reported a position in OLED in Q4 2020 and has held it in 4 quarters since. The position peaked at $6.89K in Q4 2025. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Pinnacle Wealth Planning Services held 11 shares of Universal Display worth $952 as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2 Universal Display shares in Q2 2026, an estimated $185.
  • Universal Display made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2587 holding.
  • Pinnacle Wealth Planning Services first reported a position in Universal Display in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Universal Display position peaked at $6.89K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.