Root Financial Partners
OLED icon

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
Q3 		$9.6K Buy
+125
New +$10.3K ﹤0.01% 1931
2026
Q2 		– Sell
-106
Closed -$9.7K – 2287
2026
Q1 		$9.7K 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

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Crestwood Advisors Group
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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

Root Financial Partners's OLED Position: Q3 2026 in Review

Root Financial Partners opened a new position in Universal Display (OLED) in Q3 2026: 125 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #1931 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OLED as recently as Q1 2026.

Root Financial Partners first reported a position in OLED in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.6K in Q3 2025. 114 funds tracked by Wall St. Rank hold OLED as of Q3 2026.

  • Root Financial Partners held 125 shares of Universal Display worth $9.6K as of Q3 2026.
  • Universal Display was a new Root Financial Partners position in Q3 2026.
  • Universal Display made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1931 holding.
  • Root Financial Partners first reported a position in Universal Display in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Universal Display position peaked at $14.6K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Universal Display as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.