Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Universal Display OLED Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$13.7M Buy
157,897
+5,843
+4% +$539K 0.03% 227
2026
Q1 		$13.9M Buy
152,054
+2,128
+1% +$235K 0.04% 215
2025
Q4 		$17.5M Sell
149,926
-114,514
-43% -$14.8M 0.04% 188
2025
Q3 		$38M Buy
264,440
+2,471
+0.9% +$359K 0.11% 101
2025
Q2 		$40.5M Sell
261,969
-16,304
-6% -$2.28M 0.12% 90
2025
Q1 		$38.8M Buy
278,273
+106,632
+62% +$15.9M 0.12% 109
2024
Q4 		$25.1M Buy
171,641
+83,865
+96% +$14.9M 0.08% 166
2024
Q3 		$18.4M Buy
87,776
+8,607
+11% +$1.74M 0.06% 206
2024
Q2 		$16.6M Buy
79,169
+16,019
+25% +$2.82M 0.06% 218
2024
Q1 		$10.6M Buy
63,150
+28,677
+83% +$4.99M 0.04% 258
2023
Q4 		$6.59M Sell
34,473
-1,183
-3% -$196K 0.03% 274
2023
Q3 		$5.6M Buy
35,656
+10,062
+39% +$1.53M 0.03% 315
2023
Q2 		$3.69M Sell
25,594
-18,665
-42% -$2.67M 0.02% 372
2023
Q1 		$6.87M Sell
44,259
-3,741
-8% -$503K 0.03% 292
2022
Q4 		$5.19M Sell
48,000
-36,287
-43% -$3.81M 0.03% 328
2022
Q3 		$7.95M Buy
+84,287
New +$9.33M 0.05% 255

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s OLED Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Universal Display (OLED) stake by 3.8% in Q2 2026, buying an estimated $539K and bringing the position to 157,897 shares worth $13.7M. The position accounts for 0.03% of the portfolio, ranked #227.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in OLED in Q3 2022 and has held it in 16 quarters since. The position peaked at $40.5M in Q2 2025. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 157,897 shares of Universal Display worth $13.7M as of Q2 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 5,843 Universal Display shares in Q2 2026, an estimated $539K.
  • Universal Display made up 0.03% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #227 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Universal Display in Q3 2022 and has held it in 16 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Universal Display position peaked at $40.5M in Q2 2025.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.