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John Overdeck’s Universal Display OLED Stock Holding History

John Overdeck’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 		$528K Buy
+6,100
New +$563K ﹤0.01% 4123
2022
Q1 		– Sell
-22,400
Closed -$3.7M – 3842
2021
Q4 		$3.7M Buy
22,400
+7,400
+49% +$1.22M 0.01% 1399
2021
Q3 		$2.56M Buy
15,000
+6,700
+81% +$1.39M 0.01% 1749
2021
Q2 		$1.84M Buy
+8,300
New +$1.82M ﹤0.01% 1938
2021
Q1 		– Sell
-1,600
Closed -$368K – 4140
2020
Q4 		$368K Sell
1,600
-8,300
-84% -$1.77M ﹤0.01% 2721
2020
Q3 		$1.79M Buy
9,900
+6,900
+230% +$1.18M 0.01% 1367
2020
Q2 		$449K Sell
3,000
-16,000
-84% -$2.35M ﹤0.01% 2074
2020
Q1 		$2.5M Buy
19,000
+4,300
+29% +$740K 0.02% 853
2019
Q4 		$3.03M Buy
14,700
+11,700
+390% +$2.21M 0.01% 1275
2019
Q3 		$504K Buy
+3,000
New +$600K ﹤0.01% 2555
2019
Q1 		– Sell
-6,000
Closed -$561K – 3355
2018
Q4 		$561K Sell
6,000
-14,000
-70% -$1.41M ﹤0.01% 2027
2018
Q3 		$2.36M Buy
20,000
+14,000
+233% +$1.54M 0.01% 1370
2018
Q2 		$516K Sell
6,000
-3,000
-33% -$286K ﹤0.01% 2623
2018
Q1 		$909K Sell
9,000
-5,000
-36% -$752K ﹤0.01% 2071
2017
Q4 		$2.42M Buy
+14,000
New +$2.23M 0.01% 1337
2017
Q3 		– Sell
-6,000
Closed -$656K – 3072
2017
Q2 		$656K Buy
+6,000
New +$632K ﹤0.01% 2152
2016
Q4 		– Sell
-9,000
Closed -$500K – 3405
2016
Q3 		$500K Buy
+9,000
New +$570K ﹤0.01% 2439

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

John Overdeck's OLED Position: Q2 2026 in Review

John Overdeck reduced its Universal Display (OLED) stake by 90% in Q2 2026, selling an estimated $20.8M and leaving 25,144 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2925.

John Overdeck first reported a position in OLED in Q4 2013 and has held it in 27 quarters since. The position peaked at $34.5M in Q1 2018. 440 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • John Overdeck held 25,144 shares of Universal Display worth $2.18M as of Q2 2026.
  • John Overdeck sold 224,990 Universal Display shares in Q2 2026, an estimated $20.8M.
  • Universal Display made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2925 holding.
  • John Overdeck first reported a position in Universal Display in Q4 2013 and has held it in 27 quarters since.
  • John Overdeck's Universal Display position peaked at $34.5M in Q1 2018.
  • 440 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.