XML Financial’s Universal Display OLED Stock Holding History

XML Financial’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	-2,587	Closed	-$372K	–	453
2025 Q3	$372K	Hold	2,587	–	–	0.03%	283
2025 Q2	$400K	Hold	2,587	–	–	0.03%	268
2025 Q1	$361K	Hold	2,587	–	–	0.03%	268
2024 Q4	$378K	Hold	2,587	–	–	0.03%	266
2024 Q3	$543K	Hold	2,587	–	–	0.05%	223
2024 Q2	$544K	Hold	2,587	–	–	0.05%	215
2024 Q1	$436K	Hold	2,587	–	–	0.04%	234
2023 Q4	$495K	Hold	2,587	–	–	0.05%	217
2023 Q3	$406K	Hold	2,587	–	–	0.05%	221
2023 Q2	$373K	Hold	2,587	–	–	0.04%	250
2023 Q1	$401K	Hold	2,587	–	–	0.05%	232
2022 Q4	$279K	Hold	2,587	–	–	0.04%	272
2022 Q3	$244K	Hold	2,587	–	–	0.03%	274
2022 Q2	$262K	Hold	2,587	–	–	0.06%	185
2022 Q1	$432K	Hold	2,587	–	–	0.05%	224
2021 Q4	$427K	Hold	2,587	–	–	0.05%	220
2021 Q3	$442K	Hold	2,587	–	–	0.06%	209
2021 Q2	$575K	Hold	2,587	–	–	0.13%	130
2021 Q1	$613K	Hold	2,587	–	–	0.15%	116
2020 Q4	$594K	Hold	2,587	–	–	0.15%	113
2020 Q3	$468K	Hold	2,587	–	–	0.15%	113
2020 Q2	$387K	Hold	2,587	–	–	0.13%	122
2020 Q1	$341K	Hold	2,587	–	–	0.15%	107
2019 Q4	$533K	Buy	+2,587	New	+$489K	0.19%	95

Other funds holding OLED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

XML Financial's OLED Position: Q4 2025 in Review

XML Financial sold out of Universal Display (OLED) in Q4 2025, closing a stake of 2,587 shares — an estimated $372K sold.

XML Financial first reported a position in OLED in Q4 2019 and held it in 24 quarters. The position peaked at $613K in Q1 2021. 474 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

XML Financial reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
XML Financial sold 2,587 Universal Display shares in Q4 2025, an estimated $372K.
XML Financial first reported a position in Universal Display in Q4 2019 and held it in 24 quarters.
XML Financial's Universal Display position peaked at $613K in Q1 2021.
474 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on XML Financial's 13F filing for Q4 2025, filed 11 Feb 2026.