Retirement Wealth Solutions
OLED icon

Retirement Wealth Solutions’s Universal Display OLED Stock Holding History

Retirement Wealth 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
Q3 		– Sell
-10
Closed -$821 – 899
2026
Q2 		$882 Buy
10
+5
+100% +$462 ﹤0.01% 671
2026
Q1 		$476 Sell
5
-15
-75% -$1.66K ﹤0.01% 732
2025
Q4 		$2.36K Sell
20
-58
-74% -$7.52K ﹤0.01% 427
2025
Q3 		$11.2K Sell
78
-12
-13% -$1.74K 0.01% 217
2025
Q2 		$13.9K Buy
90
+11
+14% +$1.54K 0.01% 195
2025
Q1 		$11K Hold
79
– – 0.01% 214
2024
Q4 		$11.7K Buy
+79
New +$14.1K 0.01% 215

Other funds holding OLED

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Griffin Asset Management
Griffin Asset Management New York $934M AUM 18.69% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Retirement Wealth Solutions's OLED Position: Q3 2026 in Review

Retirement Wealth Solutions sold out of Universal Display (OLED) in Q3 2026, closing a stake of 10 shares — an estimated $821 sold.

Retirement Wealth Solutions first reported a position in OLED in Q4 2024 and held it in 7 quarters. The position peaked at $13.9K in Q2 2025. 114 funds tracked by Wall St. Rank hold OLED as of Q3 2026.

  • Retirement Wealth Solutions reported no remaining Universal Display position as of Q3 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 10 Universal Display shares in Q3 2026, an estimated $821.
  • Retirement Wealth Solutions first reported a position in Universal Display in Q4 2024 and held it in 7 quarters.
  • Retirement Wealth Solutions's Universal Display position peaked at $13.9K in Q2 2025.
  • 114 funds tracked by Wall St. Rank held Universal Display as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.