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SHP Wealth Management’s Universal Display OLED Stock Holding History

SHP Wealth 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
2026
Q2 		$1.95K Sell
22
-95
-81% -$8.77K ﹤0.01% 1415
2026
Q1 		$10.8K Buy
117
+101
+631% +$11.2K ﹤0.01% 886
2025
Q4 		$1.91K Buy
+16
New +$2.08K ﹤0.01% 1139

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SHP Wealth Management's OLED Position: Q2 2026 in Review

SHP Wealth Management reduced its Universal Display (OLED) stake by 81% in Q2 2026, selling an estimated $8.77K and leaving 22 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

SHP Wealth Management first reported a position in OLED in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8K in Q1 2026. 442 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • SHP Wealth Management held 22 shares of Universal Display worth $1.95K as of Q2 2026.
  • SHP Wealth Management sold 95 Universal Display shares in Q2 2026, an estimated $8.77K.
  • Universal Display made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1415 holding.
  • SHP Wealth Management first reported a position in Universal Display in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Universal Display position peaked at $10.8K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.