AXQ Capital’s Universal Display OLED Stock Holding History

AXQ Capital’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
2026 Q1	$2.34M	Buy	25,577 +17,723	+226%	+$1.96M	0.3%	80
2025 Q4	$917K	Buy	+7,854	New	+$1.02M	0.21%	169
2023 Q4	–	Sell	-2,560	Closed	-$402K	–	765
2023 Q3	$402K	Sell	2,560 -700	-21%	-$106K	0.14%	247
2023 Q2	$470K	Buy	3,260 +1,812	+125%	+$260K	0.58%	44
2023 Q1	$225K	Buy	+1,448	New	+$195K	0.09%	381

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AXQ Capital's OLED Position: Q1 2026 in Review

AXQ Capital increased its Universal Display (OLED) stake by 226% in Q1 2026, buying an estimated $1.96M and bringing the position to 25,577 shares worth $2.34M. The position accounts for 0.3% of the portfolio, ranked #80.

AXQ Capital first reported a position in OLED in Q1 2023 and has held it in 5 quarters since. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

AXQ Capital held 25,577 shares of Universal Display worth $2.34M as of Q1 2026.
AXQ Capital bought 17,723 Universal Display shares in Q1 2026, an estimated $1.96M.
Universal Display made up 0.3% of AXQ Capital's portfolio in Q1 2026, its #80 holding.
AXQ Capital first reported a position in Universal Display in Q1 2023 and has held it in 5 quarters since.
457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.