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Rothschild Investment LLC’s Universal Display OLED Stock Holding History

Rothschild Investment LLC’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 		$196K Buy
2,260
+460
+26% +$42.5K 0.01% 867
2026
Q1 		$165K Buy
1,800
+7
+0.4% +$774 0.01% 727
2025
Q4 		$209K Sell
1,793
-1,360
-43% -$176K 0.01% 608
2025
Q3 		$453K Sell
3,153
-117
-4% -$17K 0.03% 382
2025
Q2 		$505K Buy
3,270
+1
+0% +$140 0.03% 336
2025
Q1 		$456K Sell
3,269
-225
-6% -$33.6K 0.03% 358
2024
Q4 		$511K Hold
3,494
– – 0.03% 337
2024
Q3 		$733K Sell
3,494
-723
-17% -$146K 0.05% 284
2024
Q2 		$887K Sell
4,217
-255
-6% -$44.8K 0.06% 245
2024
Q1 		$753K Hold
4,472
– – 0.05% 270
2023
Q4 		$855K Sell
4,472
-80
-2% -$13.2K 0.07% 217
2023
Q3 		$715K Hold
4,552
– – 0.06% 253
2023
Q2 		$656K Buy
4,552
+1
+0% +$143 0.05% 273
2023
Q1 		$706K Sell
4,551
-935
-17% -$126K 0.06% 254
2022
Q4 		$593K Sell
5,486
-250
-4% -$26.2K 0.05% 270
2022
Q3 		$541K Sell
5,736
-1,530
-21% -$169K 0.05% 270
2022
Q2 		$735K Sell
7,266
-1,100
-13% -$141K 0.07% 245
2022
Q1 		$1.4M Sell
8,366
-34
-0.4% -$5.28K 0.11% 184
2021
Q4 		$1.39M Sell
8,400
-105
-1% -$17.3K 0.11% 183
2021
Q3 		$1.45M Buy
8,505
+130
+2% +$26.9K 0.12% 167
2021
Q2 		$1.86M Sell
8,375
-30
-0.4% -$6.57K 0.15% 143
2021
Q1 		$1.99M Sell
8,405
-250
-3% -$57.7K 0.17% 128
2020
Q4 		$1.99M Buy
8,655
+115
+1% +$24.6K 0.19% 114
2020
Q3 		$1.54M Sell
8,540
-115
-1% -$19.6K 0.17% 125
2020
Q2 		$1.29M Buy
8,655
+5,100
+143% +$748K 0.16% 139
2020
Q1 		$468K Buy
3,555
+1,255
+55% +$216K 0.06% 251
2019
Q4 		$474K Hold
2,300
– – 0.05% 297
2019
Q3 		$386K Buy
2,300
+75
+3% +$15K 0.05% 285
2019
Q2 		$418K Hold
2,225
– – 0.05% 272
2019
Q1 		$340K Hold
2,225
– – 0.04% 292
2018
Q4 		$208K Hold
2,225
– – 0.03% 338
2018
Q3 		$262K Buy
+2,225
New +$245K 0.03% 322
2018
Q2 		– Sell
-2,225
Closed -$225K – 385
2018
Q1 		$225K Sell
2,225
-1,825
-45% -$274K 0.03% 341
2017
Q4 		$699K Sell
4,050
-1,450
-26% -$231K 0.08% 231
2017
Q3 		$709K Sell
5,500
-450
-8% -$54.4K 0.08% 228
2017
Q2 		$650K Sell
5,950
-11,160
-65% -$1.17M 0.07% 249
2017
Q1 		$1.47M Sell
17,110
-690
-4% -$49.7K 0.17% 153
2016
Q4 		$1M Sell
17,800
-2,175
-11% -$120K 0.12% 186
2016
Q3 		$1.11M Sell
19,975
-800
-4% -$50.7K 0.14% 170
2016
Q2 		$1.41M Sell
20,775
-22,665
-52% -$1.39M 0.18% 135
2016
Q1 		$2.35M Sell
43,440
-2,625
-6% -$128K 0.3% 88
2015
Q4 		$2.51M Sell
46,065
-2,175
-5% -$95.9K 0.32% 80
2015
Q3 		$1.64M Sell
48,240
-1,625
-3% -$67.9K 0.22% 115
2015
Q2 		$2.58M Sell
49,865
-22,310
-31% -$1.13M 0.3% 87
2015
Q1 		$3.37M Buy
72,175
+5,125
+8% +$182K 0.39% 69
2014
Q4 		$1.86M Buy
67,050
+4,350
+7% +$124K 0.22% 105
2014
Q3 		$2.05M Sell
62,700
-200
-0.3% -$6.6K 0.25% 99
2014
Q2 		$2.02M Buy
+62,900
New +$1.75M 0.26% 99

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rothschild Investment LLC's OLED Position: Q2 2026 in Review

Rothschild Investment LLC increased its Universal Display (OLED) stake by 26% in Q2 2026, buying an estimated $42.5K and bringing the position to 2,260 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #867.

Rothschild Investment LLC first reported a position in OLED in Q2 2014 and has held it in 48 quarters since. The position peaked at $3.37M in Q1 2015. 292 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Rothschild Investment LLC held 2,260 shares of Universal Display worth $196K as of Q2 2026.
  • Rothschild Investment LLC bought 460 Universal Display shares in Q2 2026, an estimated $42.5K.
  • Universal Display made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #867 holding.
  • Rothschild Investment LLC first reported a position in Universal Display in Q2 2014 and has held it in 48 quarters since.
  • Rothschild Investment LLC's Universal Display position peaked at $3.37M in Q1 2015.
  • 292 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.