Kayne Anderson Rudnick Investment Management’s Universal Display OLED Stock Holding History

Kayne Anderson Rudnick Investment 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 Q1	$295M	Sell	3,217,442 -175,977	-5%	-$19.5M	0.87%	42
2025 Q4	$396M	Sell	3,393,419 -611,386	-15%	-$79.3M	1.06%	32
2025 Q3	$575M	Sell	4,004,805 -398,527	-9%	-$57.9M	1.4%	19
2025 Q2	$680M	Sell	4,403,332 -4,514	-0.1%	-$632K	1.62%	11
2025 Q1	$615M	Buy	4,407,846 +1,871,333	+74%	+$280M	1.5%	15
2024 Q4	$371M	Buy	2,536,513 +69,043	+3%	+$12.3M	0.85%	43
2024 Q3	$518M	Buy	2,467,470 +1,860,250	+306%	+$377M	1.14%	29
2024 Q2	$128M	Buy	+607,220	New	+$107M	0.31%	88

Other funds holding OLED

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's OLED Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Universal Display (OLED) stake by 5.2% in Q1 2026, selling an estimated $19.5M and leaving 3,217,442 shares worth $295M. The position accounts for 0.87% of the portfolio, ranked #42.

Kayne Anderson Rudnick Investment Management first reported a position in OLED in Q2 2024 and has held it in 8 quarters since. The position peaked at $680M in Q2 2025. 459 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 3,217,442 shares of Universal Display worth $295M as of Q1 2026.
Kayne Anderson Rudnick Investment Management sold 175,977 Universal Display shares in Q1 2026, an estimated $19.5M.
Universal Display made up 0.87% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #42 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Universal Display in Q2 2024 and has held it in 8 quarters since.
Kayne Anderson Rudnick Investment Management's Universal Display position peaked at $680M in Q2 2025.
459 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.