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Root Financial Partners’s Universal Display OLED Stock Holding History

Root Financial Partners’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 		$9.68K Buy
106
+1
+1% +$111 ﹤0.01% 1701
2025
Q4 		$12.2K Buy
105
+4
+4% +$519 ﹤0.01% 1414
2025
Q3 		$14.6K Buy
+101
New +$14.7K ﹤0.01% 1277

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

Root Financial Partners's OLED Position: Q1 2026 in Review

Root Financial Partners increased its Universal Display (OLED) stake by 0.95% in Q1 2026, buying an estimated $111 and bringing the position to 106 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Root Financial Partners first reported a position in OLED in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.6K in Q3 2025. 459 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • Root Financial Partners held 106 shares of Universal Display worth $9.68K as of Q1 2026.
  • Root Financial Partners bought 1 Universal Display share in Q1 2026, an estimated $111.
  • Universal Display made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1701 holding.
  • Root Financial Partners first reported a position in Universal Display in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Universal Display position peaked at $14.6K in Q3 2025.
  • 459 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.