Stephens Inc’s Universal Display OLED Stock Holding History

Stephens Inc’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	-1,711	Closed	-$246K	–	1360
2025 Q3	$246K	Sell	1,711 -93	-5%	-$13.5K	﹤0.01%	1135
2025 Q2	$279K	Sell	1,804 -130	-7%	-$18.2K	﹤0.01%	1045
2025 Q1	$270K	Buy	+1,934	New	+$289K	﹤0.01%	1031
2024 Q4	–	Sell	-1,185	Closed	-$249K	–	1330
2024 Q3	$249K	Buy	+1,185	New	+$240K	﹤0.01%	1105
2019 Q4	–	Sell	-1,258	Closed	-$211K	–	1186
2019 Q3	$211K	Sell	1,258 -336	-21%	-$67.2K	﹤0.01%	1039
2019 Q2	$300K	Buy	+1,594	New	+$265K	0.01%	926

Other funds holding OLED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Stephens Inc's OLED Position: Q4 2025 in Review

Stephens Inc sold out of Universal Display (OLED) in Q4 2025, closing a stake of 1,711 shares — an estimated $246K sold.

Stephens Inc first reported a position in OLED in Q2 2019 and held it in 6 quarters. The position peaked at $300K in Q2 2019. 474 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

Stephens Inc reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
Stephens Inc sold 1,711 Universal Display shares in Q4 2025, an estimated $246K.
Stephens Inc first reported a position in Universal Display in Q2 2019 and held it in 6 quarters.
Stephens Inc's Universal Display position peaked at $300K in Q2 2019.
474 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.