LECAP Asset Management’s Universal Display OLED Stock Holding History

LECAP Asset 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	–	Sell	-11,250	Closed	-$1.03M	–	351
2026 Q1	$1.03M	Buy	11,250 +3,471	+45%	+$384K	0.39%	110
2025 Q4	$908K	Buy	+7,779	New	+$1.01M	0.36%	107
2025 Q3	–	Sell	-7,006	Closed	-$1.08M	–	363
2025 Q2	$1.08M	Buy	+7,006	New	+$981K	0.38%	98
2025 Q1	–	Sell	-13,941	Closed	-$2.04M	–	368
2024 Q4	$2.04M	Buy	+13,941	New	+$2.48M	0.55%	59
2024 Q2	–	Sell	-9,438	Closed	-$1.59M	–	385
2024 Q1	$1.59M	Buy	+9,438	New	+$1.64M	0.33%	123

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

LECAP Asset Management's OLED Position: Q2 2026 in Review

LECAP Asset Management sold out of Universal Display (OLED) in Q2 2026, closing a stake of 11,250 shares — an estimated $1.03M sold.

LECAP Asset Management first reported a position in OLED in Q1 2024 and held it in 5 quarters. The position peaked at $2.04M in Q4 2024. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

LECAP Asset Management reported no remaining Universal Display position as of Q2 2026 after selling out during the quarter.
LECAP Asset Management sold 11,250 Universal Display shares in Q2 2026, an estimated $1.03M.
LECAP Asset Management first reported a position in Universal Display in Q1 2024 and held it in 5 quarters.
LECAP Asset Management's Universal Display position peaked at $2.04M in Q4 2024.
443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.