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Wealthspire Advisors (New York)’s Universal Display OLED Stock Holding History

Wealthspire Advisors (New York)’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
-286
Closed -$41.1K – 2287
2025
Q3 		$41.1K Buy
+286
New +$41.6K ﹤0.01% 1324
2019
Q1 		– Sell
-400
Closed -$37K – 572
2018
Q4 		$37K Buy
+400
New +$40.4K ﹤0.01% 227

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s OLED Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Universal Display (OLED) in Q4 2025, closing a stake of 286 shares — an estimated $41.1K sold.

Wealthspire Advisors (New York) first reported a position in OLED in Q4 2018 and held it in 2 quarters. The position peaked at $41.1K in Q3 2025. 473 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 286 Universal Display shares in Q4 2025, an estimated $41.1K.
  • Wealthspire Advisors (New York) first reported a position in Universal Display in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Universal Display position peaked at $41.1K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.