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Shelton Capital Management’s Universal Display OLED Stock Holding History

Shelton Capital Management’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
2025
Q4 		– Sell
-1,581
Closed -$227K – 753
2025
Q3 		$227K Hold
1,581
– – ﹤0.01% 626
2025
Q2 		$244K Sell
1,581
-51
-3% -$7.14K 0.01% 580
2025
Q1 		$228K Sell
1,632
-104
-6% -$15.5K 0.01% 604
2024
Q4 		$254K Hold
1,736
– – 0.01% 576
2024
Q3 		$364K Sell
1,736
-23
-1% -$4.66K 0.01% 420
2024
Q2 		$370K Sell
1,759
-204
-10% -$35.9K 0.01% 411
2024
Q1 		$331K Sell
1,963
-97
-5% -$16.9K 0.01% 488
2023
Q4 		$394K Sell
2,060
-131
-6% -$21.7K 0.01% 387
2023
Q3 		$344K Sell
2,191
-92
-4% -$14K 0.01% 409
2023
Q2 		$329K Hold
2,283
– – 0.01% 449
2023
Q1 		$354K Sell
2,283
-14
-0.6% -$1.88K 0.01% 401
2022
Q4 		$248K Sell
2,297
-100
-4% -$10.5K 0.03% 529
2022
Q3 		$226K Hold
2,397
– – 0.01% 576
2022
Q2 		$242K Hold
2,397
– – 0.01% 582
2022
Q1 		$400K Sell
2,397
-16,000
-87% -$2.48M 0.01% 432
2021
Q4 		$3.04M Sell
18,397
-97
-0.5% -$16K 0.11% 195
2021
Q3 		$3.16M Buy
18,494
+4,000
+28% +$828K 0.12% 182
2021
Q2 		$3.22M Hold
14,494
– – 0.12% 183
2021
Q1 		$3.43M Buy
14,494
+3,000
+26% +$693K 0.12% 170
2020
Q4 		$2.64M Sell
11,494
-176
-2% -$37.6K 0.12% 174
2020
Q3 		$2.11M Hold
11,670
– – 0.09% 252
2020
Q2 		$1.75M Sell
11,670
-128
-1% -$18.8K 0.1% 195
2020
Q1 		$1.55M Buy
11,798
+1,064
+10% +$183K 0.11% 174
2019
Q4 		$2.21M Sell
10,734
-342
-3% -$64.6K 0.12% 157
2019
Q3 		$1.86M Buy
11,076
+200
+2% +$40K 0.11% 169
2019
Q2 		$2.04M Buy
10,876
+9,653
+789% +$1.61M 0.12% 166
2019
Q1 		$8K Sell
1,223
-6,977
-85% -$863K 0.03% 459
2018
Q4 		$767K Sell
8,200
-100
-1% -$10.1K 0.05% 242
2018
Q3 		$979K Buy
8,300
+100
+1% +$11K 0.06% 239
2018
Q2 		$705K Buy
8,200
+1,900
+30% +$181K 0.04% 279
2018
Q1 		$636K Buy
6,300
+800
+15% +$120K 0.04% 307
2017
Q4 		$950K Buy
5,500
+200
+4% +$31.9K 0.06% 240
2017
Q3 		$683K Hold
5,300
– – 0.05% 289
2017
Q2 		$579K Hold
5,300
– – 0.04% 324
2017
Q1 		$456K Sell
5,300
-2,700
-34% -$194K 0.03% 401
2016
Q4 		$450K Sell
8,000
-2,500
-24% -$137K 0.03% 403
2016
Q3 		$583K Hold
10,500
– – 0.05% 321
2016
Q2 		$712K Hold
10,500
– – 0.06% 273
2016
Q1 		$568K Sell
10,500
-9,500
-48% -$464K 0.05% 328
2015
Q4 		$1.09M Sell
20,000
-200
-1% -$8.82K 0.11% 183
2015
Q3 		$685K Hold
20,200
– – 0.08% 247
2015
Q2 		$1.04M Hold
20,200
– – 0.11% 177
2015
Q1 		$944K Hold
20,200
– – 0.1% 200
2014
Q4 		$561K Buy
20,200
+6,600
+49% +$188K 0.07% 326
2014
Q3 		$444K Buy
13,600
+1,000
+8% +$33K 0.06% 385
2014
Q2 		$404K Buy
12,600
+3,400
+37% +$94.9K 0.06% 426
2014
Q1 		$294K Buy
+9,200
New +$305K 0.04% 541

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Shelton Capital Management's OLED Position: Q4 2025 in Review

Shelton Capital Management sold out of Universal Display (OLED) in Q4 2025, closing a stake of 1,581 shares — an estimated $227K sold.

Shelton Capital Management first reported a position in OLED in Q1 2014 and held it in 47 quarters. The position peaked at $3.43M in Q1 2021. 472 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

  • Shelton Capital Management reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
  • Shelton Capital Management sold 1,581 Universal Display shares in Q4 2025, an estimated $227K.
  • Shelton Capital Management first reported a position in Universal Display in Q1 2014 and held it in 47 quarters.
  • Shelton Capital Management's Universal Display position peaked at $3.43M in Q1 2021.
  • 472 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Shelton Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.