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Greenhouse Funds’s Universal Display OLED Stock Holding History

Greenhouse Funds’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 		– Sell
-774,330
Closed -$90.4M – 42
2025
Q4 		$90.4M Buy
774,330
+49,052
+7% +$6.36M 3.27% 15
2025
Q3 		$104M Buy
725,278
+81,132
+13% +$11.8M 3.81% 6
2025
Q2 		$99.5M Buy
644,146
+81,025
+14% +$11.3M 4.11% 4
2025
Q1 		$78.5M Sell
563,121
-20,482
-4% -$3.06M 3.68% 10
2024
Q4 		$85.3M Buy
583,603
+58,775
+11% +$10.5M 3.56% 10
2024
Q3 		$110M Buy
524,828
+16,479
+3% +$3.34M 4.22% 4
2024
Q2 		$107M Buy
508,349
+91,633
+22% +$16.1M 5.37% 2
2024
Q1 		$70.2M Buy
416,716
+58,998
+16% +$10.3M 4.24% 5
2023
Q4 		$68.4M Buy
357,718
+40,538
+13% +$6.7M 4.51% 9
2023
Q3 		$49.8M Buy
317,180
+48,199
+18% +$7.32M 3.68% 9
2023
Q2 		$38.8M Sell
268,981
-33,036
-11% -$4.73M 3.02% 17
2023
Q1 		$46.9M Sell
302,017
-5,725
-2% -$769K 3.93% 8
2022
Q4 		$33.2M Buy
307,742
+33,781
+12% +$3.54M 3.03% 15
2022
Q3 		$25.8M Buy
273,961
+103,057
+60% +$11.4M 2.95% 17
2022
Q2 		$17.3M Buy
170,904
+108,448
+174% +$13.9M 1.9% 21
2022
Q1 		$10.4M Buy
+62,456
New +$9.69M 1.05% 26
2018
Q4 		– Sell
-17,007
Closed -$2M – 42
2018
Q3 		$2M Buy
17,007
+10,390
+157% +$1.14M 0.48% 31
2018
Q2 		$569K Buy
+6,617
New +$631K 0.15% 36

Other funds holding OLED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Greenhouse Funds's OLED Position: Q1 2026 in Review

Greenhouse Funds sold out of Universal Display (OLED) in Q1 2026, closing a stake of 774,330 shares — an estimated $90.4M sold.

Greenhouse Funds first reported a position in OLED in Q2 2018 and held it in 18 quarters. The position peaked at $110M in Q3 2024. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

  • Greenhouse Funds reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
  • Greenhouse Funds sold 774,330 Universal Display shares in Q1 2026, an estimated $90.4M.
  • Greenhouse Funds first reported a position in Universal Display in Q2 2018 and held it in 18 quarters.
  • Greenhouse Funds's Universal Display position peaked at $110M in Q3 2024.
  • 457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Greenhouse Funds's 13F filing for Q1 2026, filed 15 May 2026.