Oak Thistle LLC’s Universal Display OLED Stock Holding History

Oak Thistle LLC’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	-17,073	Closed	-$1.56M	–	587
2026 Q1	$1.56M	Buy	+17,073	New	+$1.89M	0.15%	261
2025 Q2	–	Sell	-19,203	Closed	-$2.68M	–	565
2025 Q1	$2.68M	Buy	19,203 +8,813	+85%	+$1.32M	0.54%	45
2024 Q4	$1.52M	Buy	10,390 +6,838	+193%	+$1.22M	0.45%	54
2024 Q3	$746K	Buy	+3,552	New	+$720K	0.24%	174
2023 Q4	–	Sell	-2,262	Closed	-$355K	–	592
2023 Q3	$355K	Sell	2,262 -1,282	-36%	-$195K	0.1%	361
2023 Q2	$511K	Buy	+3,544	New	+$508K	0.27%	156

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

Oak Thistle LLC's OLED Position: Q2 2026 in Review

Oak Thistle LLC sold out of Universal Display (OLED) in Q2 2026, closing a stake of 17,073 shares — an estimated $1.56M sold.

Oak Thistle LLC first reported a position in OLED in Q2 2023 and held it in 6 quarters. The position peaked at $2.68M in Q1 2025. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

Oak Thistle LLC reported no remaining Universal Display position as of Q2 2026 after selling out during the quarter.
Oak Thistle LLC sold 17,073 Universal Display shares in Q2 2026, an estimated $1.56M.
Oak Thistle LLC first reported a position in Universal Display in Q2 2023 and held it in 6 quarters.
Oak Thistle LLC's Universal Display position peaked at $2.68M in Q1 2025.
443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.