Summit Securities Group’s Universal Display OLED Stock Holding History

Summit Securities Group’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 Q2	–	Sell	-408	Closed	-$56.9K	–	1319
2025 Q1	$56.9K	Buy	+408	New	+$61K	0.01%	318
2024 Q1	–	Sell	-675	Closed	-$129K	–	773
2023 Q4	$129K	Buy	+675	New	+$112K	0.01%	300
2023 Q2	–	Sell	-80	Closed	-$12K	–	1035
2023 Q1	$12K	Sell	80 -68	-46%	-$9.14K	﹤0.01%	679
2022 Q4	$16K	Buy	+148	New	+$15.5K	﹤0.01%	947
2016 Q4	–	Sell	-5,803	Closed	-$322K	–	308
2016 Q3	$322K	Buy	+5,803	New	+$368K	0.11%	96

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Summit Securities Group's OLED Position: Q2 2025 in Review

Summit Securities Group sold out of Universal Display (OLED) in Q2 2025, closing a stake of 408 shares — an estimated $56.9K sold.

Summit Securities Group first reported a position in OLED in Q3 2016 and held it in 5 quarters. The position peaked at $322K in Q3 2016. 491 funds tracked by Wall St. Rank hold OLED as of Q2 2025.

Summit Securities Group reported no remaining Universal Display position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 408 Universal Display shares in Q2 2025, an estimated $56.9K.
Summit Securities Group first reported a position in Universal Display in Q3 2016 and held it in 5 quarters.
Summit Securities Group's Universal Display position peaked at $322K in Q3 2016.
491 funds tracked by Wall St. Rank held Universal Display as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.