TwinBeech Capital’s Universal Display OLED Stock Holding History

TwinBeech Capital’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	–	Sell	-2,200	Closed	-$202K	–	597
2026 Q1	$202K	Sell	2,200 -46,046	-95%	-$5.09M	0.02%	516
2025 Q4	$5.63M	Buy	+48,246	New	+$6.26M	0.4%	74
2025 Q1	–	Sell	-112,357	Closed	-$16.4M	–	891
2024 Q4	$16.4M	Buy	+112,357	New	+$20M	0.28%	115
2023 Q3	–	Sell	-19,907	Closed	-$2.87M	–	823
2023 Q2	$2.87M	Buy	+19,907	New	+$2.85M	0.06%	342
2022 Q3	–	Sell	-35,951	Closed	-$3.64M	–	760
2022 Q2	$3.64M	Buy	+35,951	New	+$4.62M	0.16%	158
2021 Q4	–	Sell	-26,872	Closed	-$4.59M	–	744
2021 Q3	$4.59M	Buy	+26,872	New	+$5.56M	0.32%	84
2021 Q1	–	Sell	-8,362	Closed	-$1.92M	–	611
2020 Q4	$1.92M	Buy	+8,362	New	+$1.79M	0.31%	102
2020 Q3	–	Sell	-10,368	Closed	-$1.55M	–	537
2020 Q2	$1.55M	Buy	+10,368	New	+$1.52M	0.34%	92
2020 Q1	–	Sell	-5,114	Closed	-$1.05M	–	421
2019 Q4	$1.05M	Buy	+5,114	New	+$966K	0.31%	109

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

TwinBeech Capital's OLED Position: Q2 2026 in Review

TwinBeech Capital sold out of Universal Display (OLED) in Q2 2026, closing a stake of 2,200 shares — an estimated $202K sold.

TwinBeech Capital first reported a position in OLED in Q4 2019 and held it in 9 quarters. The position peaked at $16.4M in Q4 2024. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

TwinBeech Capital reported no remaining Universal Display position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 2,200 Universal Display shares in Q2 2026, an estimated $202K.
TwinBeech Capital first reported a position in Universal Display in Q4 2019 and held it in 9 quarters.
TwinBeech Capital's Universal Display position peaked at $16.4M in Q4 2024.
443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.