General American Investors’s Universal Display OLED Stock Holding History

General American Investors’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 Q2	$5.02M	Sell	58,009 -7,000	-11%	-$646K	0.3%	61
2026 Q1	$5.96M	Hold	65,009	–	–	0.39%	54
2025 Q4	$7.59M	Hold	65,009	–	–	0.43%	54
2025 Q3	$9.34M	Hold	65,009	–	–	0.54%	52
2025 Q2	$10M	Hold	65,009	–	–	0.64%	46
2025 Q1	$9.07M	Hold	65,009	–	–	0.66%	43
2024 Q4	$9.5M	Hold	65,009	–	–	0.66%	46
2024 Q3	$13.6M	Hold	65,009	–	–	0.94%	36
2024 Q2	$13.7M	Hold	65,009	–	–	0.95%	35
2024 Q1	$11M	Hold	65,009	–	–	0.78%	40
2023 Q4	$12.4M	Hold	65,009	–	–	0.98%	33
2023 Q3	$10.2M	Buy	65,009 +7,000	+12%	+$1.06M	0.91%	37
2023 Q2	$8.36M	Hold	58,009	–	–	0.73%	42
2023 Q1	$9M	Hold	58,009	–	–	0.85%	39
2022 Q4	$6.27M	Sell	58,009 -5,000	-8%	-$524K	0.61%	42
2022 Q3	$5.95M	Sell	63,009 -5,000	-7%	-$553K	0.62%	45
2022 Q2	$6.88M	Hold	68,009	–	–	0.69%	42
2022 Q1	$11.4M	Hold	68,009	–	–	0.93%	39
2021 Q4	$11.2M	Hold	68,009	–	–	0.88%	41
2021 Q3	$11.6M	Hold	68,009	–	–	0.99%	37
2021 Q2	$15.1M	Hold	68,009	–	–	1.27%	27
2021 Q1	$16.1M	Buy	68,009 +10,000	+17%	+$2.31M	1.5%	25
2020 Q4	$13.3M	Hold	58,009	–	–	1.32%	27
2020 Q3	$10.5M	Hold	58,009	–	–	1.21%	30
2020 Q2	$8.68M	Hold	58,009	–	–	1.1%	28
2020 Q1	$7.64M	Sell	58,009 -31,300	-35%	-$5.38M	1.03%	31
2019 Q4	$18.4M	Hold	89,309	–	–	1.69%	23
2019 Q3	$15M	Sell	89,309 -22,000	-20%	-$4.4M	1.48%	27
2019 Q2	$20.9M	Sell	111,309 -5,000	-4%	-$832K	1.98%	17
2019 Q1	$17.8M	Sell	116,309 -5,000	-4%	-$619K	1.76%	19
2018 Q4	$11.4M	Sell	121,309 -10,000	-8%	-$1.01M	1.19%	36
2018 Q3	$15.5M	Hold	131,309	–	–	1.33%	31
2018 Q2	$11.3M	Sell	131,309 -10,000	-7%	-$954K	1.03%	42
2018 Q1	$14.3M	Buy	141,309 +20,000	+16%	+$3.01M	1.35%	29
2017 Q4	$20.9M	Sell	121,309 -49,400	-29%	-$7.88M	2.03%	19
2017 Q3	$22M	Sell	170,709 -15,000	-8%	-$1.81M	2.09%	15
2017 Q2	$20.3M	Sell	185,709 -10,000	-5%	-$1.05M	2.05%	18
2017 Q1	$16.9M	Sell	195,709 -87,600	-31%	-$6.3M	1.65%	28
2016 Q4	$15.9M	Buy	283,309 +45,100	+19%	+$2.48M	1.61%	26
2016 Q3	$13.2M	Buy	+238,209	New	+$15.1M	1.35%	34

Other funds holding OLED

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

General American Investors's OLED Position: Q2 2026 in Review

General American Investors reduced its Universal Display (OLED) stake by 11% in Q2 2026, selling an estimated $646K and leaving 58,009 shares worth $5.02M. The position accounts for 0.3% of the portfolio, ranked #61.

General American Investors first reported a position in OLED in Q3 2016 and has held it in 40 quarters since. The position peaked at $22M in Q3 2017. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

General American Investors held 58,009 shares of Universal Display worth $5.02M as of Q2 2026.
General American Investors sold 7,000 Universal Display shares in Q2 2026, an estimated $646K.
Universal Display made up 0.3% of General American Investors's portfolio in Q2 2026, its #61 holding.
General American Investors first reported a position in Universal Display in Q3 2016 and has held it in 40 quarters since.
General American Investors's Universal Display position peaked at $22M in Q3 2017.
443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on General American Investors's 13F filing for Q2 2026, filed 31 Jul 2026.