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Waverly Advisors’s Universal Display OLED Stock Holding History

Waverly 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
Q4 		– Sell
-1,582
Closed -$227K – 1515
2025
Q3 		$227K Buy
1,582
+14
+0.9% +$2.04K ﹤0.01% 1155
2025
Q2 		$242K Sell
1,568
-24
-2% -$3.36K ﹤0.01% 1054
2025
Q1 		$222K Buy
+1,592
New +$238K ﹤0.01% 1028
2015
Q2 		– Sell
-350
Closed -$16K – 387
2015
Q1 		$16K Hold
350
– – 0.01% 217
2014
Q4 		$10K Hold
350
– – 0.01% 314
2014
Q3 		$11K Hold
350
– – 0.01% 459
2014
Q2 		$11K Hold
350
– – ﹤0.01% 427
2014
Q1 		$11K Hold
350
– – 0.01% 405
2013
Q4 		$12K Buy
+350
New +$11.7K ﹤0.01% 531

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

Waverly Advisors's OLED Position: Q4 2025 in Review

Waverly Advisors sold out of Universal Display (OLED) in Q4 2025, closing a stake of 1,582 shares — an estimated $227K sold.

Waverly Advisors first reported a position in OLED in Q4 2013 and held it in 9 quarters. The position peaked at $242K in Q2 2025. 472 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

  • Waverly Advisors reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 1,582 Universal Display shares in Q4 2025, an estimated $227K.
  • Waverly Advisors first reported a position in Universal Display in Q4 2013 and held it in 9 quarters.
  • Waverly Advisors's Universal Display position peaked at $242K in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.