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 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 $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

Summit Trail Advisors's OLED Position: Q1 2026 in Review

Summit Trail Advisors increased its Universal Display (OLED) stake by 28% in Q1 2026, buying an estimated $638K and bringing the position to 26,041 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #418.

Summit Trail Advisors first reported a position in OLED in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.44M in Q3 2025. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

Summit Trail Advisors held 26,041 shares of Universal Display worth $2.39M as of Q1 2026.
Summit Trail Advisors bought 5,767 Universal Display shares in Q1 2026, an estimated $638K.
Universal Display made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #418 holding.
Summit Trail Advisors first reported a position in Universal Display in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's Universal Display position peaked at $2.44M in Q3 2025.
457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.