SVB Wealth’s Universal Display OLED Stock Holding History

SVB Wealth’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	-356	Closed	-$49.7K	–	1251
2025 Q1	$49.7K	Buy	+356	New	+$53.2K	﹤0.01%	544
2021 Q1	–	Sell	-875	Closed	-$201K	–	954
2020 Q4	$201K	Buy	+875	New	+$187K	﹤0.01%	746
2020 Q1	–	Sell	-1,275	Closed	-$263K	–	659
2019 Q4	$263K	Buy	1,275 +25	+2%	+$4.72K	﹤0.01%	519
2019 Q3	$210K	Sell	1,250 -600	-32%	-$120K	﹤0.01%	486
2019 Q2	$348K	Sell	1,850 -2,249	-55%	-$374K	0.01%	425
2019 Q1	$626K	Sell	4,099 -200	-5%	-$24.7K	0.02%	271
2018 Q4	$402K	Hold	4,299	–	–	0.02%	314
2018 Q3	$507K	Hold	4,299	–	–	0.02%	330
2018 Q2	$370K	Buy	4,299 +50	+1%	+$4.77K	0.01%	360
2018 Q1	$429K	Buy	4,249 +100	+2%	+$15K	0.02%	354
2017 Q4	$716K	Buy	4,149 +1	+0%	+$159	0.03%	307
2017 Q3	$535K	Hold	4,148	–	–	0.02%	340
2017 Q2	$453K	Sell	4,148 -999	-19%	-$105K	0.02%	367
2017 Q1	$443K	Buy	+5,147	New	+$370K	0.02%	369

Other funds holding OLED

BlackRock New York $6.73T AUM 46.02% 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 $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

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

SVB Wealth's OLED Position: Q2 2025 in Review

SVB Wealth sold out of Universal Display (OLED) in Q2 2025, closing a stake of 356 shares — an estimated $49.7K sold.

SVB Wealth first reported a position in OLED in Q1 2017 and held it in 14 quarters. The position peaked at $716K in Q4 2017. 493 funds tracked by Wall St. Rank hold OLED as of Q2 2025.

SVB Wealth reported no remaining Universal Display position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 356 Universal Display shares in Q2 2025, an estimated $49.7K.
SVB Wealth first reported a position in Universal Display in Q1 2017 and held it in 14 quarters.
SVB Wealth's Universal Display position peaked at $716K in Q4 2017.
493 funds tracked by Wall St. Rank held Universal Display as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.