Summit Trail Advisors’s Universal Display OLED Stock Holding History

Summit Trail Advisors’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	$3.57M	Buy	41,216 +15,175	+58%	+$1.4M	0.04%	287
2026 Q1	$2.39M	Buy	26,041 +5,767	+28%	+$638K	0.03%	418
2025 Q4	$2.37M	Buy	20,274 +3,269	+19%	+$424K	0.04%	316
2025 Q3	$2.44M	Buy	17,005 +13,546	+392%	+$1.97M	0.03%	342
2025 Q2	$534K	Buy	+3,459	New	+$484K	0.01%	712
2018 Q3	–	Sell	-225	Closed	-$19K	–	397
2018 Q2	$19K	Buy	+225	New	+$21.5K	0.01%	393
2018 Q1	–	Sell	-32	Closed	-$6K	–	1280
2017 Q4	$6K	Buy	+32	New	+$5.1K	﹤0.01%	1368

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

Summit Trail Advisors's OLED Position: Q2 2026 in Review

Summit Trail Advisors increased its Universal Display (OLED) stake by 58% in Q2 2026, buying an estimated $1.4M and bringing the position to 41,216 shares worth $3.57M. The position accounts for 0.04% of the portfolio, ranked #287.

Summit Trail Advisors first reported a position in OLED in Q4 2017 and has held it in 7 quarters since. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

Summit Trail Advisors held 41,216 shares of Universal Display worth $3.57M as of Q2 2026.
Summit Trail Advisors bought 15,175 Universal Display shares in Q2 2026, an estimated $1.4M.
Universal Display made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #287 holding.
Summit Trail Advisors first reported a position in Universal Display in Q4 2017 and has held it in 7 quarters since.
443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.