O'Shaughnessy Asset Management’s Universal Display OLED Stock Holding History

O'Shaughnessy 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	-2,281	Closed	-$266K	–	2781
2025 Q4	$266K	Buy	2,281 +869	+62%	+$113K	﹤0.01%	1836
2025 Q3	$203K	Sell	1,412 -238	-14%	-$34.6K	﹤0.01%	1954
2025 Q2	$255K	Sell	1,650 -850	-34%	-$119K	﹤0.01%	1714
2025 Q1	$349K	Buy	2,500 +1,104	+79%	+$165K	﹤0.01%	1499
2024 Q4	$204K	Buy	1,396 +294	+27%	+$52.4K	﹤0.01%	1744
2024 Q3	$227K	Buy	+1,102	New	+$223K	﹤0.01%	1616
2021 Q4	–	Sell	-256	Closed	-$44K	–	2079
2021 Q3	$44K	Buy	256 +24	+10%	+$4.97K	﹤0.01%	1691
2021 Q2	$52K	Buy	232 +143	+161%	+$31.3K	﹤0.01%	1570
2021 Q1	$21K	Buy	89 +11	+14%	+$2.54K	﹤0.01%	1622
2020 Q4	$18K	Buy	78 +13	+20%	+$2.78K	﹤0.01%	1436
2020 Q3	$12K	Buy	65 +23	+55%	+$3.93K	﹤0.01%	1324
2020 Q2	$6K	Buy	+42	New	+$6.16K	﹤0.01%	1344
2020 Q1	–	Sell	-83	Closed	-$17K	–	1651
2019 Q4	$17K	Buy	+83	New	+$15.7K	﹤0.01%	1181
2016 Q2	–	Sell	-3,266	Closed	-$179K	–	985
2016 Q1	$179K	Sell	3,266 -1,191	-27%	-$58.2K	﹤0.01%	464
2015 Q4	$243K	Sell	4,457 -10,335	-70%	-$456K	0.01%	454
2015 Q3	$634K	Buy	14,792 +7,396	+100%	+$309K	0.01%	352
2015 Q2	$383K	Buy	+7,396	New	+$373K	0.01%	414

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

O'Shaughnessy Asset Management's OLED Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Universal Display (OLED) in Q1 2026, closing a stake of 2,281 shares — an estimated $266K sold.

O'Shaughnessy Asset Management first reported a position in OLED in Q2 2015 and held it in 17 quarters. The position peaked at $634K in Q3 2015. 461 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

O'Shaughnessy Asset Management reported no remaining Universal Display position as of Q1 2026 after selling out during the quarter.
O'Shaughnessy Asset Management sold 2,281 Universal Display shares in Q1 2026, an estimated $266K.
O'Shaughnessy Asset Management first reported a position in Universal Display in Q2 2015 and held it in 17 quarters.
O'Shaughnessy Asset Management's Universal Display position peaked at $634K in Q3 2015.
461 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

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