Stiles Financial Services
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Stiles Financial Services’s Universal Display OLED Stock Holding History

Stiles Financial Services’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
Q3 		– Sell
-2,814
Closed -$244K – 185
2026
Q2 		$244K Sell
2,814
-101
-3% -$9.32K 0.06% 167
2026
Q1 		$267K Buy
2,915
+1,051
+56% +$116K 0.08% 154
2025
Q4 		$218K Buy
1,864
+285
+18% +$37K 0.07% 170
2025
Q3 		$227K Buy
+1,579
New +$230K 0.07% 169

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Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Griffin Asset Management
Griffin Asset Management New York $934M AUM 18.69% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Stiles Financial Services's OLED Position: Q3 2026 in Review

Stiles Financial Services sold out of Universal Display (OLED) in Q3 2026, closing a stake of 2,814 shares — an estimated $244K sold.

Stiles Financial Services first reported a position in OLED in Q3 2025 and held it in 4 quarters. The position peaked at $267K in Q1 2026. 185 funds tracked by Wall St. Rank hold OLED as of Q3 2026.

  • Stiles Financial Services reported no remaining Universal Display position as of Q3 2026 after selling out during the quarter.
  • Stiles Financial Services sold 2,814 Universal Display shares in Q3 2026, an estimated $244K.
  • Stiles Financial Services first reported a position in Universal Display in Q3 2025 and held it in 4 quarters.
  • Stiles Financial Services's Universal Display position peaked at $267K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Universal Display as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.