Triodos Investment Management’s Universal Display OLED Stock Holding History

Triodos 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
2026 Q1	$14.7M	Sell	161,000 -24,000	-13%	-$2.65M	1.11%	35
2025 Q4	$22M	Hold	185,000	–	–	1.59%	29
2025 Q3	$26.6M	Hold	185,000	–	–	1.92%	24
2025 Q2	$28.6M	Buy	185,000 +47,300	+34%	+$6.62M	2.14%	22
2025 Q1	$20M	Hold	137,700	–	–	1.64%	28
2024 Q4	$20.1M	Hold	137,700	–	–	1.63%	30
2024 Q3	$28.9M	Hold	137,700	–	–	2.28%	19
2024 Q2	$29M	Sell	137,700 -7,800	-5%	-$1.37M	2.53%	16
2024 Q1	$24.5M	Hold	145,500	–	–	2.22%	20
2023 Q4	$27.8M	Sell	145,500 -15,500	-10%	-$2.56M	2.72%	17
2023 Q3	$25.3M	Sell	161,000 -9,000	-5%	-$1.37M	2.68%	15
2023 Q2	$24.5M	Hold	170,000	–	–	2.45%	19
2023 Q1	$26.4M	Hold	170,000	–	–	2.97%	14
2022 Q4	$18.4M	Hold	170,000	–	–	2.42%	20
2022 Q3	$16M	Buy	170,000 +30,000	+21%	+$3.32M	2.29%	16
2022 Q2	$14.2M	Buy	140,000 +15,000	+12%	+$1.93M	1.99%	22
2022 Q1	$20.9M	Hold	125,000	–	–	2.67%	15
2021 Q4	$20.6M	Buy	125,000 +50,000	+67%	+$8.25M	2.7%	15
2021 Q3	$12.8M	Buy	75,000 +25,000	+50%	+$5.18M	1.72%	26
2021 Q2	$11.1M	Buy	50,000 +5,000	+11%	+$1.1M	1.49%	30
2021 Q1	$10.7M	Hold	45,000	–	–	1.69%	27
2020 Q4	$10.3M	Buy	45,000 +5,000	+13%	+$1.07M	1.71%	24
2020 Q3	$7.23M	Buy	40,000 +10,000	+33%	+$1.71M	1.49%	26
2020 Q2	$4.49M	Buy	30,000 +15,000	+100%	+$2.2M	1.06%	30
2020 Q1	$1.98M	Buy	15,000 +1,500	+11%	+$258K	0.56%	34
2019 Q4	$2.78M	Buy	13,500 +1,000	+8%	+$189K	0.62%	34
2019 Q3	$2.1M	Sell	12,500 -2,500	-17%	-$500K	0.53%	34
2019 Q2	$2.82M	Sell	15,000 -20,000	-57%	-$3.33M	0.65%	34
2019 Q1	$5.35M	Sell	35,000 -33,000	-49%	-$4.08M	1.08%	29
2018 Q4	$6.36M	Hold	68,000	–	–	1.37%	26
2018 Q3	$8.02M	Hold	68,000	–	–	1.39%	28
2018 Q2	$5.85M	Buy	+68,000	New	+$6.48M	1.1%	37

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

Triodos Investment Management's OLED Position: Q1 2026 in Review

Triodos Investment Management reduced its Universal Display (OLED) stake by 13% in Q1 2026, selling an estimated $2.65M and leaving 161,000 shares worth $14.7M. The position accounts for 1.11% of the portfolio, ranked #35.

Triodos Investment Management first reported a position in OLED in Q2 2018 and has held it in 32 quarters since. The position peaked at $29M in Q2 2024. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

Triodos Investment Management held 161,000 shares of Universal Display worth $14.7M as of Q1 2026.
Triodos Investment Management sold 24,000 Universal Display shares in Q1 2026, an estimated $2.65M.
Universal Display made up 1.11% of Triodos Investment Management's portfolio in Q1 2026, its #35 holding.
Triodos Investment Management first reported a position in Universal Display in Q2 2018 and has held it in 32 quarters since.
Triodos Investment Management's Universal Display position peaked at $29M in Q2 2024.
457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Triodos Investment Management's 13F filing for Q1 2026, filed 7 May 2026.