Montag & Associates’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $825K | Sell |
9,528
-2,113
| -18% | -$195K | 0.03% | 270 |
|
|
2026
Q1 | $1.07M | Buy |
11,641
+599
| +5% | +$66.2K | 0.05% | 239 |
|
|
2025
Q4 | $1.29M | Hold |
11,042
| – | – | 0.06% | 209 |
|
|
2025
Q3 | $1.59M | Buy |
11,042
+2
| +0% | +$291 | 0.07% | 189 |
|
|
2025
Q2 | $1.71M | Buy |
11,040
+2
| +0% | +$280 | 0.08% | 180 |
|
|
2025
Q1 | $1.54M | Sell |
11,038
-1,677
| -13% | -$251K | 0.08% | 193 |
|
|
2024
Q4 | $1.86M | Sell |
12,715
-276
| -2% | -$49.1K | 0.09% | 185 |
|
|
2024
Q3 | $2.73M | Sell |
12,991
-2,125
| -14% | -$431K | 0.13% | 151 |
|
|
2024
Q2 | $3.18M | Buy |
15,116
+3,268
| +28% | +$575K | 0.16% | 125 |
|
|
2024
Q1 | $2M | Buy |
11,848
+2,655
| +29% | +$462K | 0.1% | 174 |
|
|
2023
Q4 | $1.76M | Buy |
9,193
+275
| +3% | +$45.5K | 0.1% | 172 |
|
|
2023
Q3 | $1.4M | Hold |
8,918
| – | – | 0.09% | 181 |
|
|
2023
Q2 | $1.29M | Hold |
8,918
| – | – | 0.08% | 182 |
|
|
2023
Q1 | $1.38M | Hold |
8,918
| – | – | 0.09% | 170 |
|
|
2022
Q4 | $964K | Hold |
8,918
| – | – | 0.06% | 208 |
|
|
2022
Q3 | $841K | Hold |
8,918
| – | – | 0.06% | 218 |
|
|
2022
Q2 | $902K | Hold |
8,918
| – | – | 0.06% | 217 |
|
|
2022
Q1 | $1.49M | Hold |
8,918
| – | – | 0.08% | 193 |
|
|
2021
Q4 | $1.47M | Hold |
8,918
| – | – | 0.07% | 201 |
|
|
2021
Q3 | $1.52M | Hold |
8,918
| – | – | 0.08% | 193 |
|
|
2021
Q2 | $1.98M | Hold |
8,918
| – | – | 0.11% | 169 |
|
|
2021
Q1 | $2.11M | Hold |
8,918
| – | – | 0.12% | 162 |
|
|
2020
Q4 | $2.05M | Hold |
8,918
| – | – | 0.13% | 146 |
|
|
2020
Q3 | $1.61M | Hold |
8,918
| – | – | 0.13% | 153 |
|
|
2020
Q2 | $1.33M | Hold |
8,918
| – | – | 0.12% | 154 |
|
|
2020
Q1 | $1.18M | Buy |
8,918
+1,798
| +25% | +$309K | 0.12% | 156 |
|
|
2019
Q4 | $1.47M | Hold |
7,120
| – | – | 0.12% | 157 |
|
|
2019
Q3 | $1.2M | Hold |
7,120
| – | – | 0.1% | 171 |
|
|
2019
Q2 | $1.34M | Hold |
7,120
| – | – | 0.12% | 152 |
|
|
2019
Q1 | $1.09M | Hold |
7,120
| – | – | 0.1% | 162 |
|
|
2018
Q4 | $666K | Buy |
+7,120
| New | +$719K | 0.07% | 178 |
|
|
2018
Q1 | – | Sell |
-2,005
| Closed | -$346K | – | 296 |
|
|
2017
Q4 | $346K | Buy |
+2,005
| New | +$320K | 0.03% | 233 |
|
Other funds holding OLED
Montag & Associates's OLED Position: Q2 2026 in Review
Montag & Associates reduced its Universal Display (OLED) stake by 18% in Q2 2026, selling an estimated $195K and leaving 9,528 shares worth $825K. The position accounts for 0.03% of the portfolio, ranked #270.
Montag & Associates first reported a position in OLED in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.18M in Q2 2024. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.
- Montag & Associates held 9,528 shares of Universal Display worth $825K as of Q2 2026.
- Montag & Associates sold 2,113 Universal Display shares in Q2 2026, an estimated $195K.
- Universal Display made up 0.03% of Montag & Associates's portfolio in Q2 2026, its #270 holding.
- Montag & Associates first reported a position in Universal Display in Q4 2017 and has held it in 32 quarters since.
- Montag & Associates's Universal Display position peaked at $3.18M in Q2 2024.
- 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.
Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.