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Spire Wealth Management’s Universal Display OLED Stock Holding History

Spire 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 		$86.8K Buy
1,002
+100
+11% +$9.23K ﹤0.01% 1017
2026
Q1 		$82.7K Sell
902
-1
-0.1% -$111 ﹤0.01% 1028
2025
Q4 		$105K Sell
903
-80
-8% -$10.4K ﹤0.01% 977
2025
Q3 		$141K Sell
983
-50
-5% -$7.27K ﹤0.01% 884
2025
Q2 		$160K Buy
1,033
+1
+0.1% +$140 0.01% 824
2025
Q1 		$144K Sell
1,032
-1
-0.1% -$149 ﹤0.01% 911
2024
Q4 		$151K Buy
1,033
+30
+3% +$5.34K ﹤0.01% 900
2024
Q3 		$211K Buy
1,003
+53
+6% +$10.7K 0.01% 715
2024
Q2 		$200K Sell
950
-50
-5% -$8.79K 0.01% 717
2024
Q1 		$168K Buy
1,000
+100
+11% +$17.4K ﹤0.01% 822
2023
Q4 		$160K Sell
900
-100
-10% -$16.5K 0.01% 826
2023
Q3 		$157K Sell
1,000
-27
-3% -$4.1K 0.01% 787
2023
Q2 		$148K Sell
1,027
-8
-0.8% -$1.15K 0.01% 827
2023
Q1 		$161K Buy
1,035
+135
+15% +$18.1K 0.01% 799
2022
Q4 		$97K Hold
900
– – 0.01% 755
2022
Q3 		$85K Sell
900
-150
-14% -$16.6K 0.01% 762
2022
Q2 		$106K Sell
1,050
-150
-13% -$19.3K ﹤0.01% 1013
2022
Q1 		$200K Sell
1,200
-6
-0.5% -$931 0.01% 902
2021
Q4 		$199K Sell
1,206
-49
-4% -$8.08K ﹤0.01% 1093
2021
Q3 		$215K Sell
1,255
-47
-4% -$9.73K 0.01% 886
2021
Q2 		$289K Buy
1,302
+33
+3% +$7.23K 0.01% 791
2021
Q1 		$300K Buy
+1,269
New +$293K 0.01% 867

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 $3.37T 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

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

Spire Wealth Management increased its Universal Display (OLED) stake by 11% in Q2 2026, buying an estimated $9.23K and bringing the position to 1,002 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Spire Wealth Management first reported a position in OLED in Q1 2021 and has held it in 22 quarters since. The position peaked at $300K in Q1 2021. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Spire Wealth Management held 1,002 shares of Universal Display worth $86.8K as of Q2 2026.
  • Spire Wealth Management bought 100 Universal Display shares in Q2 2026, an estimated $9.23K.
  • Universal Display made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1017 holding.
  • Spire Wealth Management first reported a position in Universal Display in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Universal Display position peaked at $300K in Q1 2021.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.