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 Q2	$188M	Sell	2,166,247 -1,051,195	-33%	-$97M	0.58%	57
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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's OLED Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Universal Display (OLED) stake by 33% in Q2 2026, selling an estimated $97M and leaving 2,166,247 shares worth $188M. The position accounts for 0.58% of the portfolio, ranked #57.

Kayne Anderson Rudnick Investment Management first reported a position in OLED in Q2 2024 and has held it in 9 quarters since. The position peaked at $680M in Q2 2025. 442 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 2,166,247 shares of Universal Display worth $188M as of Q2 2026.
Kayne Anderson Rudnick Investment Management sold 1,051,195 Universal Display shares in Q2 2026, an estimated $97M.
Universal Display made up 0.58% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #57 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Universal Display in Q2 2024 and has held it in 9 quarters since.
Kayne Anderson Rudnick Investment Management's Universal Display position peaked at $680M in Q2 2025.
442 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.