PWG
OLED icon

Portside Wealth Group’s Universal Display OLED Stock Holding History

Portside Wealth Group’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
Q4 		– Sell
-1,629
Closed -$234K – 497
2025
Q3 		$234K Sell
1,629
-44
-3% -$6.4K 0.03% 433
2025
Q2 		$258K Sell
1,673
-45
-3% -$6.3K 0.04% 386
2025
Q1 		$240K Buy
+1,718
New +$257K 0.04% 376

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Portside Wealth Group's OLED Position: Q4 2025 in Review

Portside Wealth Group sold out of Universal Display (OLED) in Q4 2025, closing a stake of 1,629 shares — an estimated $234K sold.

Portside Wealth Group first reported a position in OLED in Q1 2025 and held it in 3 quarters. The position peaked at $258K in Q2 2025. 474 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

  • Portside Wealth Group reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
  • Portside Wealth Group sold 1,629 Universal Display shares in Q4 2025, an estimated $234K.
  • Portside Wealth Group first reported a position in Universal Display in Q1 2025 and held it in 3 quarters.
  • Portside Wealth Group's Universal Display position peaked at $258K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Portside Wealth Group's 13F filing for Q4 2025, filed 21 Jan 2026.