Griffin Asset Management’s Universal Display OLED Stock Holding History

Griffin Asset Management’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	$16.4M	Sell	189,111 -16,766	-8%	-$1.55M	1.73%	15
2026 Q1	$18.9M	Sell	205,877 -12,408	-6%	-$1.37M	2.13%	6
2025 Q4	$25.5M	Sell	218,285 -50,990	-19%	-$6.61M	2.76%	3
2025 Q3	$38.7M	Sell	269,275 -353	-0.1%	-$51.3K	4.35%	3
2025 Q2	$41.6M	Sell	269,628 -163,040	-38%	-$22.8M	4.92%	1
2025 Q1	$60.3M	Sell	432,668 -5,020	-1%	-$750K	7.39%	1
2024 Q4	$64M	Sell	437,688 -2,262	-0.5%	-$403K	7.52%	1
2024 Q3	$92.3M	Sell	439,950 -24,387	-5%	-$4.94M	10.33%	1
2024 Q2	$97.6M	Sell	464,337 -45,999	-9%	-$8.09M	11.31%	1
2024 Q1	$86M	Sell	510,336 -1,294	-0.3%	-$225K	10.25%	1
2023 Q4	$97.9M	Sell	511,630 -5,930	-1%	-$980K	12.41%	1
2023 Q3	$81.3M	Sell	517,560 -37,674	-7%	-$5.72M	11.55%	1
2023 Q2	$80M	Sell	555,234 -2,066	-0.4%	-$296K	10.83%	1
2023 Q1	$86.5M	Buy	557,300 +2,409	+0.4%	+$324K	12.08%	1
2022 Q4	$60M	Sell	554,891 -28,679	-5%	-$3.01M	9.04%	1
2022 Q3	$55.1M	Buy	583,570 +29,934	+5%	+$3.31M	9.15%	1
2022 Q2	$56M	Sell	553,636 -4,824	-0.9%	-$620K	8.93%	1
2022 Q1	$93.2M	Buy	558,460 +4,851	+0.9%	+$753K	12.08%	1
2021 Q4	$91.4M	Buy	553,609 +20,118	+4%	+$3.32M	11.35%	1
2021 Q3	$91.2M	Buy	533,491 +15,907	+3%	+$3.29M	11.67%	1
2021 Q2	$115M	Sell	517,584 -9,171	-2%	-$2.01M	13.87%	1
2021 Q1	$125M	Sell	526,755 -74,937	-12%	-$17.3M	15.94%	1
2020 Q4	$138M	Sell	601,692 -14,337	-2%	-$3.06M	18.33%	1
2020 Q3	$111M	Sell	616,029 -14,634	-2%	-$2.5M	17.12%	1
2020 Q2	$94.4M	Buy	630,663 +764	+0.1%	+$112K	15.1%	1
2020 Q1	$83M	Sell	629,899 -11,163	-2%	-$1.92M	15.72%	1
2019 Q4	$132M	Sell	641,062 -10,120	-2%	-$1.91M	18.52%	1
2019 Q3	$109M	Buy	651,182 +32,973	+5%	+$6.6M	16.98%	1
2019 Q2	$116M	Buy	618,209 +121,475	+24%	+$20.2M	14.79%	1
2019 Q1	$75.9M	Buy	496,734 +118,830	+31%	+$14.7M	10.74%	1
2018 Q4	$35.4M	Buy	377,904 +40,699	+12%	+$4.11M	5.97%	1
2018 Q3	$39.8M	Buy	337,205 +280,967	+500%	+$30.9M	5.85%	1
2018 Q2	$4.84M	Buy	56,238 +4,191	+8%	+$400K	0.88%	38
2018 Q1	$5.26M	Buy	52,047 +11,285	+28%	+$1.7M	0.96%	35
2017 Q4	$7.04M	Sell	40,762 -500	-1%	-$79.7K	1.25%	18
2017 Q3	$5.32M	Buy	41,262 +36,262	+725%	+$4.39M	0.96%	36
2017 Q2	$546K	Buy	+5,000	New	+$526K	0.15%	95
2015 Q4	$272K	Buy	+5,000	New	+$220K	0.11%	82
2015 Q3	–	Sell	-5,000	Closed	-$259K	–	103
2015 Q2	$259K	Sell	5,000 -3,000	-38%	-$151K	0.1%	91
2015 Q1	$374K	Hold	8,000	–	–	0.11%	88
2014 Q4	$222K	Hold	8,000	–	–	0.06%	101
2014 Q3	$261K	Hold	8,000	–	–	0.08%	98
2014 Q2	$257K	Hold	8,000	–	–	0.08%	98
2014 Q1	$255K	Hold	8,000	–	–	0.08%	99
2013 Q4	$275K	Sell	8,000 -8,000	-50%	-$267K	0.09%	95
2013 Q3	$470K	Buy	16,000 +8,000	+100%	+$256K	0.15%	76
2013 Q2	$214K	Buy	+8,000	New	+$237K	0.08%	111

Other funds holding OLED

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Griffin Asset Management's OLED Position: Q2 2026 in Review

Griffin Asset Management reduced its Universal Display (OLED) stake by 8.1% in Q2 2026, selling an estimated $1.55M and leaving 189,111 shares worth $16.4M. The position accounts for 1.73% of the portfolio, ranked #15.

Griffin Asset Management first reported a position in OLED in Q2 2013 and has held it in 47 quarters since. The position peaked at $138M in Q4 2020. 80 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

Griffin Asset Management held 189,111 shares of Universal Display worth $16.4M as of Q2 2026.
Griffin Asset Management sold 16,766 Universal Display shares in Q2 2026, an estimated $1.55M.
Universal Display made up 1.73% of Griffin Asset Management's portfolio in Q2 2026, its #15 holding.
Griffin Asset Management first reported a position in Universal Display in Q2 2013 and has held it in 47 quarters since.
Griffin Asset Management's Universal Display position peaked at $138M in Q4 2020.
80 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Griffin Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.