North Star Asset Management’s Universal Display OLED Stock Holding History

North Star 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	$502K	Sell	5,800 -35	-0.6%	-$3.23K	0.02%	252
2026 Q1	$535K	Sell	5,835 -100	-2%	-$11.1K	0.02%	242
2025 Q4	$693K	Hold	5,935	–	–	0.03%	211
2025 Q3	$852K	Hold	5,935	–	–	0.03%	197
2025 Q2	$917K	Buy	5,935 +900	+18%	+$126K	0.04%	185
2025 Q1	$702K	Hold	5,035	–	–	0.03%	194
2024 Q4	$736K	Hold	5,035	–	–	0.03%	191
2024 Q3	$1.06M	Hold	5,035	–	–	0.05%	173
2024 Q2	$1.06M	Hold	5,035	–	–	0.05%	167
2024 Q1	$848K	Hold	5,035	–	–	0.04%	177
2023 Q4	$963K	Hold	5,035	–	–	0.05%	163
2023 Q3	$790K	Hold	5,035	–	–	0.05%	175
2023 Q2	$726K	Hold	5,035	–	–	0.04%	175
2023 Q1	$781K	Hold	5,035	–	–	0.05%	172
2022 Q4	$544K	Hold	5,035	–	–	0.03%	197
2022 Q3	$475K	Hold	5,035	–	–	0.03%	194
2022 Q2	$509K	Hold	5,035	–	–	0.03%	190
2022 Q1	$841K	Buy	5,035 +35	+0.7%	+$5.43K	0.05%	171
2021 Q4	$825K	Hold	5,000	–	–	0.04%	177
2021 Q3	$855K	Buy	5,000 +4,000	+400%	+$828K	0.05%	172
2021 Q2	$222K	Hold	1,000	–	–	0.01%	291
2021 Q1	$237K	Hold	1,000	–	–	0.01%	258
2020 Q4	$230K	Buy	+1,000	New	+$214K	0.01%	254
2020 Q1	–	Sell	-1,000	Closed	-$206K	–	266
2019 Q4	$206K	Buy	+1,000	New	+$189K	0.01%	275

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

North Star Asset Management's OLED Position: Q2 2026 in Review

North Star Asset Management reduced its Universal Display (OLED) stake by 0.6% in Q2 2026, selling an estimated $3.23K and leaving 5,800 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #252.

North Star Asset Management first reported a position in OLED in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.06M in Q2 2024. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

North Star Asset Management held 5,800 shares of Universal Display worth $502K as of Q2 2026.
North Star Asset Management sold 35 Universal Display shares in Q2 2026, an estimated $3.23K.
Universal Display made up 0.02% of North Star Asset Management's portfolio in Q2 2026, its #252 holding.
North Star Asset Management first reported a position in Universal Display in Q4 2019 and has held it in 24 quarters since.
North Star Asset Management's Universal Display position peaked at $1.06M in Q2 2024.
443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on North Star Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.