Valued Wealth Advisors’s Universal Display OLED Stock Holding History

Valued Wealth 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
2025 Q1	–	Sell	-20	Closed	-$2.92K	–	666
2024 Q4	$2.92K	Buy	+20	New	+$3.56K	﹤0.01%	365

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valued Wealth Advisors's OLED Position: Q1 2025 in Review

Valued Wealth Advisors sold out of Universal Display (OLED) in Q1 2025, closing a stake of 20 shares — an estimated $2.92K sold.

Valued Wealth Advisors first reported a position in OLED in Q4 2024 and held it in 1 quarter. The position peaked at $2.92K in Q4 2024. 479 funds tracked by Wall St. Rank hold OLED as of Q1 2025.

Valued Wealth Advisors reported no remaining Universal Display position as of Q1 2025 after selling out during the quarter.
Valued Wealth Advisors sold 20 Universal Display shares in Q1 2025, an estimated $2.92K.
Valued Wealth Advisors first reported a position in Universal Display in Q4 2024 and held it in 1 quarter.
Valued Wealth Advisors's Universal Display position peaked at $2.92K in Q4 2024.
479 funds tracked by Wall St. Rank held Universal Display as of Q1 2025.

Based on Valued Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.