Trifecta Capital Advisors
OLED icon

Trifecta Capital Advisors’s Universal Display OLED Stock Holding History

Trifecta Capital Advisors’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
Q3 		$7.7K Hold
100
– – ﹤0.01% 252
2026
Q2 		$8.66K Hold
100
– – ﹤0.01% 260
2026
Q1 		$9.17K Hold
100
– – ﹤0.01% 233
2025
Q4 		$11.7K Hold
100
– – ﹤0.01% 218
2025
Q3 		$14.4K Hold
100
– – ﹤0.01% 223
2025
Q2 		$15.4K Hold
100
– – ﹤0.01% 226
2025
Q1 		$13.9K Hold
100
– – ﹤0.01% 207
2024
Q4 		$14.6K Hold
100
– – ﹤0.01% 203
2024
Q3 		$21K Hold
100
– – ﹤0.01% 185
2024
Q2 		$21K Hold
100
– – ﹤0.01% 187
2024
Q1 		$16.8K Hold
100
– – ﹤0.01% 183
2023
Q4 		$19.1K Hold
100
– – 0.01% 177
2023
Q3 		$15.7K Hold
100
– – 0.01% 192
2023
Q2 		$14.4K Hold
100
– – ﹤0.01% 197
2023
Q1 		$15.5K Hold
100
– – 0.01% 194
2022
Q4 		$10.8K Buy
+100
New +$10.5K ﹤0.01% 196

Other funds holding OLED

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Griffin Asset Management
Griffin Asset Management New York $934M AUM 18.69% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Trifecta Capital Advisors's OLED Position: Q3 2026 in Review

Trifecta Capital Advisors held its Universal Display (OLED) position steady in Q3 2026 at 100 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Trifecta Capital Advisors first reported a position in OLED in Q4 2022 and has held it in 16 quarters since. The position peaked at $21K in Q2 2024. 131 funds tracked by Wall St. Rank hold OLED as of Q3 2026.

  • Trifecta Capital Advisors held 100 shares of Universal Display worth $7.7K as of Q3 2026.
  • Trifecta Capital Advisors left its Universal Display share count unchanged in Q3 2026.
  • Universal Display made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #252 holding.
  • Trifecta Capital Advisors first reported a position in Universal Display in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's Universal Display position peaked at $21K in Q2 2024.
  • 131 funds tracked by Wall St. Rank held Universal Display as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.