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Thrive Wealth Management’s Universal Display OLED Stock Holding History

Thrive Wealth Management’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
-2,622
Closed -$377K – 249
2025
Q3 		$377K Sell
2,622
-192
-7% -$27.9K 0.06% 156
2025
Q2 		$435K Buy
2,814
+4
+0.1% +$560 0.07% 136
2025
Q1 		$392K Buy
+2,810
New +$420K 0.07% 134
2024
Q4 		– Sell
-1,719
Closed -$361K – 218
2024
Q3 		$361K Buy
+1,719
New +$348K 0.07% 150

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

Thrive Wealth Management's OLED Position: Q4 2025 in Review

Thrive Wealth Management sold out of Universal Display (OLED) in Q4 2025, closing a stake of 2,622 shares — an estimated $377K sold.

Thrive Wealth Management first reported a position in OLED in Q3 2024 and held it in 4 quarters. The position peaked at $435K in Q2 2025. 472 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

  • Thrive Wealth Management reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
  • Thrive Wealth Management sold 2,622 Universal Display shares in Q4 2025, an estimated $377K.
  • Thrive Wealth Management first reported a position in Universal Display in Q3 2024 and held it in 4 quarters.
  • Thrive Wealth Management's Universal Display position peaked at $435K in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Thrive Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.