OLED — UNIVERSAL DISPLAY CORP

Ownership history in True Wealth Design, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in UNIVERSAL DISPLAY CORP (OLED). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q3)
Avg. % of fund
0.0%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5 +2 +66.7% 0.00% $719 $142.33
2025 Q2 UNCHANGED 3 — 0% 0.00% $464 $152.55
2025 Q1 REDUCED 3 -131 -97.8% 0.00% $419 $137.35
2024 Q4 REDUCED 134 -36 -21.2% 0.01% $20K $143.54
2024 Q3 INITIATED 170 — — 0.01% $36K $205.56
% of Fund (quarterly)    OLED price (monthly, adj. close)

Other funds also holding OLED

As of 2025 Q4 — sorted by position size

XXEC, Inc. 3Y 7.66% S Squared Technology, LLC 3Y 7Y 5.02% Greenhouse Funds LLLP 3Y 7Y 3.27% LHM, INC. 3.24% AVENIR CORP 3Y 7Y 2.92% GRIFFIN ASSET MANAGEMENT, INC. 3Y 7Y 2.76% Analog Century Management LP 3Y 2.31% AI-Squared Management Ltd 2.21% SORA INVESTORS LLC 3Y 1.83% Triodos Investment Management BV 3Y 7Y 1.59%
← Back to True Wealth Design, LLC Holdings