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Universal Display Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Universal Display Corporation (OLED) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Universal Display Corporation

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All positions including Universal Display Corporation held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Universal Display Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $323k 2.2k 143.62
2025-06-30 $347k 2.2k 154.45
2025-03-31 $313k 2.2k 139.47

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Intrmediate (UBND)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Victoryshares Fr (GFLW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Victory Portfolios Ii Shares Free Cash (VFLO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Universal Display Corporation

Vanguard Group
BlackRock
Kayne Anderson Rudnick Investment Management
PRIMECAP Management Company
State Street Corporation
Geode Capital Management
Greenhouse Funds L
First Trust Advisors
Dimensional Fund Advisors
Wells Fargo & Company
Morgan Stanley
Brown Advisory Holdings Incorporated
Ubs Global Asset Management Americas
Henderson Group
Van Eck Associates Corp.

View all funds holding Universal Display Corporation