TWM
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Tolleson Wealth Management’s Universal Display OLED Stock Holding History

Tolleson 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
2026
Q2 		$216K Hold
2,494
– – 0.03% 94
2026
Q1 		$229K Hold
2,494
– – 0.03% 87
2025
Q4 		$291K Buy
+2,494
New +$323K 0.04% 81

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Tolleson Wealth Management's OLED Position: Q2 2026 in Review

Tolleson Wealth Management held its Universal Display (OLED) position steady in Q2 2026 at 2,494 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #94.

Tolleson Wealth Management first reported a position in OLED in Q4 2025 and has held it in 3 quarters since. The position peaked at $291K in Q4 2025. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Tolleson Wealth Management held 2,494 shares of Universal Display worth $216K as of Q2 2026.
  • Tolleson Wealth Management left its Universal Display share count unchanged in Q2 2026.
  • Universal Display made up 0.03% of Tolleson Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Tolleson Wealth Management first reported a position in Universal Display in Q4 2025 and has held it in 3 quarters since.
  • Tolleson Wealth Management's Universal Display position peaked at $291K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.