SHELTON CAPITAL MANAGEMENT OLED — UNIVERSAL DISPLAY CORP

Ownership history in SHELTON CAPITAL MANAGEMENT  ·  44 quarters on record

AI Ownership Summary

SHELTON CAPITAL MANAGEMENT reported UNIVERSAL DISPLAY CORP (OLED) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows OLED at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OLED ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHELTON CAPITAL MANAGEMENT's position in UNIVERSAL DISPLAY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OLED was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OLED stock page SHELTON CAPITAL MANAGEMENT fund profile SHELTON CAPITAL MANAGEMENT full holdings
How SHELTON CAPITAL MANAGEMENT held OLED — position size vs. price
% of Fund (quarterly)    OLED price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 1,581 — 0% 0.00% $227K 2025-11-14 $115.77
2025 Q2 REDUCED — — — 1,581 -51 -3.1% 0.01% $244K 2025-08-13 $143.35
2025 Q1 REDUCED 6.0% +11.1% ❌ 1,632 -104 -6.0% 0.01% $228K 2025-05-15 $150.77
2024 Q4 UNCHANGED — — — 1,736 — 0% 0.01% $254K 2025-02-13 $141.09
2024 Q3 REDUCED — — — 1,736 -23 -1.3% 0.01% $364K 2024-11-14 $163.04
2024 Q2 REDUCED 10.4% +0.0% ❌ 1,759 -204 -10.4% 0.01% $370K 2024-08-13 $176.28
2024 Q1 REDUCED — — — 1,963 -97 -4.7% 0.01% $331K 2024-05-15 $171.17
2023 Q4 REDUCED 6.0% -12.8% ✅ 2,060 -131 -6.0% 0.01% $394K 2024-02-14 $178.45
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OLED

As of 2026 Q1 — sorted by position size

XXEC, Inc. 3Y 7.99% Cascade Investment Advisors, Inc. 3Y 7Y 0.76% Ledgewood Wealth Advisors, LLC 0.65% Red Spruce Capital, LLC 3Y 0.43% Green Alpha Advisors, LLC 3Y 0.42% MQS Management LLC 3Y 0.21% FULCRUM WEALTH ADVISORS, LLC 0.18% Oak Thistle LLC 3Y 0.15% Cardinal Capital Management 3Y 7Y 0.14% ELCO Management Co., LLC 3Y 7Y 0.13%

FAQ About SHELTON CAPITAL MANAGEMENT and OLED

These are the practical questions this page is built to answer before you even open the full history table.

How long has SHELTON CAPITAL MANAGEMENT reported owning OLED?

SHELTON CAPITAL MANAGEMENT reported OLED across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported OLED position in SHELTON CAPITAL MANAGEMENT's portfolio?

The largest reported portfolio weight for OLED was 0.01% in 2023 Q4.

What is the latest reported OLED position on this page?

The most recent filing on this page is 2025 Q3, when SHELTON CAPITAL MANAGEMENT reported 1,581 shares, equal to 0.00% of portfolio, with an estimated market value of $227K.

What does the chart on this OLED ownership page compare?

The chart compares SHELTON CAPITAL MANAGEMENT's quarterly OLED portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SHELTON CAPITAL MANAGEMENT time their OLED position?

Based on 13F filing dates vs. subsequent OLED price moves, SHELTON CAPITAL MANAGEMENT correctly timed 16 out of 32 reported position changes (50%). The annualised alpha on OLED relative to SPY over the holding period was -22.8%.

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