Montanaro Asset Management’s Universal Display OLED Stock Holding History

Montanaro 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 Q1	–	Sell	-12,900	Closed	-$1.51M	–	46
2025 Q4	$1.51M	Sell	12,900 -1,100	-8%	-$143K	0.42%	39
2025 Q3	$2.01M	Hold	14,000	–	–	0.5%	40
2025 Q2	$2.16M	Sell	14,000 -1,995	-12%	-$279K	0.56%	39
2025 Q1	$2.23M	Sell	15,995 -22,265	-58%	-$3.33M	0.65%	38
2024 Q4	$5.59M	Sell	38,260 -25,000	-40%	-$4.45M	1.15%	36
2024 Q3	$13.3M	Buy	63,260 +43,330	+217%	+$8.78M	2.37%	17
2024 Q2	$4.19M	Buy	+19,930	New	+$3.5M	0.78%	35

Other funds holding OLED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Montanaro Asset Management's OLED Position: Q1 2026 in Review

Montanaro Asset Management sold out of Universal Display (OLED) in Q1 2026, closing a stake of 12,900 shares — an estimated $1.51M sold.

Montanaro Asset Management first reported a position in OLED in Q2 2024 and held it in 7 quarters. The position peaked at $13.3M in Q3 2024. 461 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

Montanaro Asset Management reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
Montanaro Asset Management sold 12,900 Universal Display shares in Q1 2026, an estimated $1.51M.
Montanaro Asset Management first reported a position in Universal Display in Q2 2024 and held it in 7 quarters.
Montanaro Asset Management's Universal Display position peaked at $13.3M in Q3 2024.
461 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Montanaro Asset Management's 13F filing for Q1 2026, filed 11 May 2026.