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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
Q2 		– Sell
-106
Closed -$9.68K – 2287
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

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Vanguard Portfolio Management
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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

Root Financial Partners's OLED Position: Q2 2026 in Review

Root Financial Partners sold out of Universal Display (OLED) in Q2 2026, closing a stake of 106 shares — an estimated $9.68K sold.

Root Financial Partners first reported a position in OLED in Q3 2025 and held it in 3 quarters. The position peaked at $14.6K in Q3 2025. 442 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Root Financial Partners reported no remaining Universal Display position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 106 Universal Display shares in Q2 2026, an estimated $9.68K.
  • Root Financial Partners first reported a position in Universal Display in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Universal Display position peaked at $14.6K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.