InceptionR’s Universal Display OLED Stock Holding History

InceptionR’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	$618K	Sell	7,138 -3,133	-31%	-$289K	0.15%	254
2026 Q1	$941K	Buy	+10,271	New	+$1.14M	0.23%	137
2025 Q4	–	Sell	-2,289	Closed	-$329K	–	803
2025 Q3	$329K	Buy	2,289 +6	+0.3%	+$872	0.08%	440
2025 Q2	$353K	Sell	2,283 -1,052	-32%	-$147K	0.08%	404
2025 Q1	$465K	Buy	+3,335	New	+$498K	0.14%	292
2023 Q4	–	Sell	-4,022	Closed	-$631K	–	489
2023 Q3	$631K	Buy	+4,022	New	+$611K	0.36%	92

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

InceptionR's OLED Position: Q2 2026 in Review

InceptionR reduced its Universal Display (OLED) stake by 31% in Q2 2026, selling an estimated $289K and leaving 7,138 shares worth $618K. The position accounts for 0.15% of the portfolio, ranked #254.

InceptionR first reported a position in OLED in Q3 2023 and has held it in 6 quarters since. The position peaked at $941K in Q1 2026. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

InceptionR held 7,138 shares of Universal Display worth $618K as of Q2 2026.
InceptionR sold 3,133 Universal Display shares in Q2 2026, an estimated $289K.
Universal Display made up 0.15% of InceptionR's portfolio in Q2 2026, its #254 holding.
InceptionR first reported a position in Universal Display in Q3 2023 and has held it in 6 quarters since.
InceptionR's Universal Display position peaked at $941K in Q1 2026.
443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.