Tortoise Investment Management’s Universal Display OLED Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-204	Closed	-$29.3K	–	1058
2025 Q3	$29.3K	Buy	204 +1	+0.5%	+$145	﹤0.01%	461
2025 Q2	$31.4K	Buy	203 +2	+1%	+$280	﹤0.01%	448
2025 Q1	$28.1K	Sell	201 -287	-59%	-$42.9K	﹤0.01%	453
2024 Q4	$71.4K	Buy	488 +125	+34%	+$22.3K	0.01%	356
2024 Q3	$76.2K	Buy	363 +140	+63%	+$28.4K	0.01%	346
2024 Q2	$46.9K	Buy	+223	New	+$39.2K	0.01%	396
2022 Q3	–	Sell	-300	Closed	-$30K	–	768
2022 Q2	$30K	Hold	300	–	–	0.01%	363
2022 Q1	$50K	Hold	300	–	–	0.01%	305
2021 Q4	$50K	Hold	300	–	–	0.01%	295
2021 Q3	$51K	Buy	+300	New	+$62.1K	0.01%	275

Other funds holding OLED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Tortoise Investment Management's OLED Position: Q4 2025 in Review

Tortoise Investment Management sold out of Universal Display (OLED) in Q4 2025, closing a stake of 204 shares — an estimated $29.3K sold.

Tortoise Investment Management first reported a position in OLED in Q3 2021 and held it in 10 quarters. The position peaked at $76.2K in Q3 2024. 474 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

Tortoise Investment Management reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 204 Universal Display shares in Q4 2025, an estimated $29.3K.
Tortoise Investment Management first reported a position in Universal Display in Q3 2021 and held it in 10 quarters.
Tortoise Investment Management's Universal Display position peaked at $76.2K in Q3 2024.
474 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.