Sora Investors’s Universal Display OLED Stock Holding History

Sora Investors’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	$5.96M	Sell	65,000 -116,566	-64%	-$12.9M	0.55%	56
2025 Q4	$21.2M	Buy	181,566 +45,376	+33%	+$5.88M	1.83%	18
2025 Q3	$19.6M	Buy	136,190 +5,470	+4%	+$795K	1.81%	20
2025 Q2	$20.2M	Buy	130,720 +39,468	+43%	+$5.53M	1.82%	23
2025 Q1	$12.7M	Buy	91,252 +13,674	+18%	+$2.04M	1.54%	29
2024 Q4	$11.3M	Buy	77,578 +42,578	+122%	+$7.58M	1.26%	37
2024 Q3	$7.35M	Sell	35,000 -80,000	-70%	-$16.2M	1.28%	32
2024 Q2	$24.2M	Buy	115,000 +50,000	+77%	+$8.79M	4.45%	3
2024 Q1	$10.9M	Buy	+65,000	New	+$11.3M	1.8%	26
2023 Q4	–	Sell	-25,000	Closed	-$3.92M	–	64
2023 Q3	$3.92M	Sell	25,000 -30,000	-55%	-$4.56M	0.88%	38
2023 Q2	$7.93M	Buy	+55,000	New	+$7.88M	3.49%	13

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sora Investors's OLED Position: Q1 2026 in Review

Sora Investors reduced its Universal Display (OLED) stake by 64% in Q1 2026, selling an estimated $12.9M and leaving 65,000 shares worth $5.96M. The position accounts for 0.55% of the portfolio, ranked #56.

Sora Investors first reported a position in OLED in Q2 2023 and has held it in 11 quarters since. The position peaked at $24.2M in Q2 2024. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

Sora Investors held 65,000 shares of Universal Display worth $5.96M as of Q1 2026.
Sora Investors sold 116,566 Universal Display shares in Q1 2026, an estimated $12.9M.
Universal Display made up 0.55% of Sora Investors's portfolio in Q1 2026, its #56 holding.
Sora Investors first reported a position in Universal Display in Q2 2023 and has held it in 11 quarters since.
Sora Investors's Universal Display position peaked at $24.2M in Q2 2024.
457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Sora Investors's 13F filing for Q1 2026, filed 15 May 2026.