SageView Advisory Group’s Universal Display OLED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-96
Closed -$11.2K 1840
2025
Q4
$11.2K Buy
+96
New +$12.4K ﹤0.01% 1670
2024
Q2
Sell
-7,000
Closed -$256K 680
2024
Q1
$256K Buy
+7,000
New +$1.22M 0.01% 453

Other funds holding OLED

SageView Advisory Group's OLED Position: Q1 2026 in Review

SageView Advisory Group sold out of Universal Display (OLED) in Q1 2026, closing a stake of 96 shares — an estimated $11.2K sold.

SageView Advisory Group first reported a position in OLED in Q1 2024 and held it in 2 quarters. The position peaked at $256K in Q1 2024. 461 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • SageView Advisory Group reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 96 Universal Display shares in Q1 2026, an estimated $11.2K.
  • SageView Advisory Group first reported a position in Universal Display in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Universal Display position peaked at $256K in Q1 2024.
  • 461 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.