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Stratos Wealth Partners’s Universal Display OLED Stock Holding History

Stratos Wealth Partners’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
-4,579
Closed -$658K – 1637
2025
Q3 		$658K Buy
4,579
+295
+7% +$42.9K 0.01% 912
2025
Q2 		$662K Buy
4,284
+6
+0.1% +$840 0.01% 827
2025
Q1 		$597K Sell
4,278
-336
-7% -$50.2K 0.01% 825
2024
Q4 		$675K Buy
4,614
+916
+25% +$163K 0.01% 824
2024
Q3 		$776K Sell
3,698
-144
-4% -$29.2K 0.01% 774
2024
Q2 		$808K Buy
3,842
+451
+13% +$79.3K 0.01% 724
2024
Q1 		$571K Buy
3,391
+1,646
+94% +$286K 0.01% 842
2023
Q4 		$334K Sell
1,745
-418
-19% -$69.1K 0.01% 1032
2023
Q3 		$340K Buy
+2,163
New +$329K 0.01% 960
2020
Q1 		– Sell
-1,687
Closed -$348K – 1002
2019
Q4 		$348K Sell
1,687
-262
-13% -$49.5K 0.01% 697
2019
Q3 		$327K Sell
1,949
-311
-14% -$62.2K 0.01% 696
2019
Q2 		$425K Buy
+2,260
New +$376K 0.02% 627
2018
Q4 		– Sell
-318
Closed -$37K – 1967
2018
Q3 		$37K Buy
+318
New +$35K ﹤0.01% 1598
2018
Q2 		– Sell
-326
Closed -$33K – 2067
2018
Q1 		$33K Sell
326
-3,281
-91% -$493K ﹤0.01% 1797
2017
Q4 		$623K Sell
3,607
-1,541
-30% -$246K 0.03% 473
2017
Q3 		$663K Buy
5,148
+594
+13% +$71.9K 0.03% 422
2017
Q2 		$498K Buy
+4,554
New +$479K 0.03% 454

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

Stratos Wealth Partners's OLED Position: Q4 2025 in Review

Stratos Wealth Partners sold out of Universal Display (OLED) in Q4 2025, closing a stake of 4,579 shares — an estimated $658K sold.

Stratos Wealth Partners first reported a position in OLED in Q2 2017 and held it in 17 quarters. The position peaked at $808K in Q2 2024. 473 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

  • Stratos Wealth Partners reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,579 Universal Display shares in Q4 2025, an estimated $658K.
  • Stratos Wealth Partners first reported a position in Universal Display in Q2 2017 and held it in 17 quarters.
  • Stratos Wealth Partners's Universal Display position peaked at $808K in Q2 2024.
  • 473 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.