Holocene Advisors’s Universal Display OLED Stock Holding History

Holocene Advisors’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	$4.35M	Buy	47,449 +37,600	+382%	+$4.16M	0.01%	430
2025 Q4	$1.15M	Buy	9,849 +778	+9%	+$101K	﹤0.01%	579
2025 Q3	$1.3M	Buy	9,071 +3,115	+52%	+$453K	﹤0.01%	591
2025 Q2	$920K	Buy	+5,956	New	+$834K	﹤0.01%	652
2024 Q4	–	Sell	-6,658	Closed	-$1.4M	–	848
2024 Q3	$1.4M	Sell	6,658 -652	-9%	-$132K	0.01%	578
2024 Q2	$1.54M	Buy	+7,310	New	+$1.29M	0.01%	563
2024 Q1	–	Sell	-59,093	Closed	-$11.3M	–	830
2023 Q4	$11.3M	Buy	59,093 +29,447	+99%	+$4.87M	0.04%	250
2023 Q3	$4.65M	Sell	29,646 -23,936	-45%	-$3.64M	0.02%	398
2023 Q2	$7.72M	Sell	53,582 -91,943	-63%	-$13.2M	0.03%	300
2023 Q1	$22.6M	Buy	145,525 +139,628	+2,368%	+$18.8M	0.11%	191
2022 Q4	$637K	Sell	5,897 -19,551	-77%	-$2.05M	﹤0.01%	601
2022 Q3	$2.4M	Sell	25,448 -6,144	-19%	-$680K	0.02%	377
2022 Q2	$3.19M	Buy	31,592 +3,422	+12%	+$440K	0.02%	432
2022 Q1	$4.7M	Buy	28,170 +13,563	+93%	+$2.11M	0.02%	300
2021 Q4	$2.41M	Buy	+14,607	New	+$2.41M	0.01%	477
2021 Q3	–	Sell	-34,256	Closed	-$7.62M	–	929
2021 Q2	$7.62M	Buy	34,256 +2,538	+8%	+$556K	0.04%	244
2021 Q1	$7.51M	Buy	+31,718	New	+$7.33M	0.05%	234
2020 Q3	–	Sell	-6,324	Closed	-$946K	–	751
2020 Q2	$946K	Buy	6,324 +2,721	+76%	+$399K	0.01%	440
2020 Q1	$475K	Buy	+3,603	New	+$620K	0.01%	559
2018 Q3	–	Sell	-3,842	Closed	-$330K	–	786
2018 Q2	$330K	Buy	+3,842	New	+$366K	0.01%	458

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

Holocene Advisors's OLED Position: Q1 2026 in Review

Holocene Advisors increased its Universal Display (OLED) stake by 382% in Q1 2026, buying an estimated $4.16M and bringing the position to 47,449 shares worth $4.35M. The position accounts for 0.01% of the portfolio, ranked #430.

Holocene Advisors first reported a position in OLED in Q2 2018 and has held it in 20 quarters since. The position peaked at $22.6M in Q1 2023. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

Holocene Advisors held 47,449 shares of Universal Display worth $4.35M as of Q1 2026.
Holocene Advisors bought 37,600 Universal Display shares in Q1 2026, an estimated $4.16M.
Universal Display made up 0.01% of Holocene Advisors's portfolio in Q1 2026, its #430 holding.
Holocene Advisors first reported a position in Universal Display in Q2 2018 and has held it in 20 quarters since.
Holocene Advisors's Universal Display position peaked at $22.6M in Q1 2023.
457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.