Morgan Stanley’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
$58M Buy
669,924
+258,066
+63% +$23.8M ﹤0.01% 2078
2026
Q1
$37.8M Buy
411,858
+20,539
+5% +$2.27M ﹤0.01% 2384
2025
Q4
$45.7M Sell
391,319
-148,725
-28% -$19.3M ﹤0.01% 2162
2025
Q3
$77.6M Sell
540,044
-126,630
-19% -$18.4M ﹤0.01% 1634
2025
Q2
$103M Buy
666,674
+232,646
+54% +$32.6M 0.01% 1297
2025
Q1
$60.5M Sell
434,028
-46,955
-10% -$7.02M ﹤0.01% 1645
2024
Q4
$70.3M Buy
480,983
+139,865
+41% +$24.9M ﹤0.01% 1525
2024
Q3
$71.6M Sell
341,118
-48,314
-12% -$9.79M 0.01% 1514
2024
Q2
$81.9M Buy
389,432
+53,525
+16% +$9.41M 0.01% 1324
2024
Q1
$56.6M Buy
335,907
+5,420
+2% +$943K ﹤0.01% 1640
2023
Q4
$63.2M Buy
330,487
+11,945
+4% +$1.97M 0.01% 1496
2023
Q3
$50M Sell
318,542
-5,553
-2% -$843K 0.01% 1578
2023
Q2
$46.7M Sell
324,095
-12,944
-4% -$1.85M ﹤0.01% 1635
2023
Q1
$52.3M Sell
337,039
-84,403
-20% -$11.3M 0.01% 1504
2022
Q4
$45.5M Buy
421,442
+47,148
+13% +$4.94M 0.01% 1574
2022
Q3
$35.3M Buy
374,294
+17,229
+5% +$1.91M ﹤0.01% 1604
2022
Q2
$36.1M Buy
357,065
+173,253
+94% +$22.3M ﹤0.01% 1663
2022
Q1
$30.7M Buy
183,812
+15,873
+9% +$2.46M ﹤0.01% 1682
2021
Q4
$27.7M Sell
167,939
-20,837
-11% -$3.44M ﹤0.01% 1828
2021
Q3
$32.3M Buy
188,776
+15,455
+9% +$3.2M ﹤0.01% 1634
2021
Q2
$38.5M Sell
173,321
-8,643
-5% -$1.89M 0.01% 1523
2021
Q1
$43.1M Sell
181,964
-12,696
-7% -$2.93M 0.01% 1278
2020
Q4
$44.7M Buy
194,660
+75,445
+63% +$16.1M 0.01% 1172
2020
Q3
$21.5M Sell
119,215
-23,723
-17% -$4.05M ﹤0.01% 1428
2020
Q2
$21.4M Sell
142,938
-8,575
-6% -$1.26M ﹤0.01% 1347
2020
Q1
$20M Sell
151,513
-70,003
-32% -$12M 0.01% 1268
2019
Q4
$45.6M Buy
221,516
+5,318
+2% +$1M 0.01% 996
2019
Q3
$36.3M Buy
216,198
+39,459
+22% +$7.89M 0.01% 1056
2019
Q2
$33.2M Buy
176,739
+10,251
+6% +$1.7M 0.01% 1109
2019
Q1
$25.4M Sell
166,488
-36,640
-18% -$4.53M 0.01% 1278
2018
Q4
$19M Sell
203,128
-57,387
-22% -$5.79M 0.01% 1499
2018
Q3
$30.7M Sell
260,515
-126,141
-33% -$13.9M 0.01% 1302
2018
Q2
$33.3M Buy
386,656
+12,092
+3% +$1.15M 0.01% 1172
2018
Q1
$37.8M Buy
374,564
+68,153
+22% +$10.2M 0.01% 1113
2017
Q4
$52.9M Sell
306,411
-370
-0.1% -$59K 0.01% 916
2017
Q3
$39.5M Sell
306,781
-154,188
-33% -$18.7M 0.01% 1050
2017
Q2
$50.4M Buy
460,969
+127,894
+38% +$13.5M 0.02% 900
2017
Q1
$28.7M Sell
333,075
-8,585
-3% -$618K 0.01% 1272
2016
Q4
$19.2M Buy
341,660
+86,892
+34% +$4.78M 0.01% 1566
2016
Q3
$14.1M Buy
254,768
+20,479
+9% +$1.3M ﹤0.01% 1726
2016
Q2
$15.9M Sell
234,289
-12,800
-5% -$787K 0.01% 1609
2016
Q1
$13.4M Sell
247,089
-59,174
-19% -$2.89M 0.01% 1635
2015
Q4
$16.7M Sell
306,263
-202,150
-40% -$8.91M 0.01% 1551
2015
Q3
$17.2M Buy
508,413
+188,999
+59% +$7.89M 0.01% 1507
2015
Q2
$16.5M Sell
319,414
-918,426
-74% -$46.3M 0.01% 1669
2015
Q1
$57.9M Sell
1,237,840
-291,061
-19% -$10.3M 0.02% 766
2014
Q4
$42.4M Buy
1,528,901
+59,320
+4% +$1.69M 0.02% 945
2014
Q3
$48M Sell
1,469,581
-140,096
-9% -$4.62M 0.02% 834
2014
Q2
$51.7M Buy
1,609,677
+50,189
+3% +$1.4M 0.02% 780
2014
Q1
$49.8M Buy
1,559,488
+427,208
+38% +$14.2M 0.02% 745
2013
Q4
$38.9M Buy
1,132,280
+234,940
+26% +$7.83M 0.02% 881
2013
Q3
$28.7M Buy
897,340
+278,010
+45% +$8.88M 0.01% 973
2013
Q2
$17.4M Buy
+619,330
New +$18.4M 0.01% 1267

Other funds holding OLED

Morgan Stanley's OLED Position: Q2 2026 in Review

Morgan Stanley increased its Universal Display (OLED) stake by 63% in Q2 2026, buying an estimated $23.8M and bringing the position to 669,924 shares worth $58M. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Morgan Stanley first reported a position in OLED in Q2 2013 and has held it in 53 quarters since. The position peaked at $103M in Q2 2025. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Morgan Stanley held 669,924 shares of Universal Display worth $58M as of Q2 2026.
  • Morgan Stanley bought 258,066 Universal Display shares in Q2 2026, an estimated $23.8M.
  • Universal Display made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2078 holding.
  • Morgan Stanley first reported a position in Universal Display in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's Universal Display position peaked at $103M in Q2 2025.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.