Walleye Capital’s Universal Display OLED Stock Holding History

Walleye 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	$12.5M	Buy	143,825 +86,627	+151%	+$8M	0.04%	393
2026 Q1	$5.24M	Buy	+57,198	New	+$6.33M	0.02%	774
2025 Q4	–	Sell	-6,813	Closed	-$883K	–	4975
2025 Q3	$979K	Buy	+6,813	New	+$991K	﹤0.01%	2114
2025 Q1	–	Sell	-1,409	Closed	-$206K	–	4876
2024 Q4	$206K	Sell	1,409 -2,432	-63%	-$433K	﹤0.01%	3737
2024 Q3	$806K	Sell	3,841 -1,608	-30%	-$326K	﹤0.01%	2860
2024 Q2	$1.15M	Buy	5,449 +1,946	+56%	+$342K	﹤0.01%	2700
2024 Q1	$590K	Buy	+3,503	New	+$610K	﹤0.01%	3051
2023 Q4	–	Sell	-5,662	Closed	-$936K	–	5347
2023 Q3	$889K	Buy	5,662 +3,774	+200%	+$573K	﹤0.01%	2339
2023 Q2	$272K	Buy	+1,888	New	+$271K	﹤0.01%	2875
2023 Q1	–	Sell	-825	Closed	-$111K	–	4246
2022 Q4	$89.1K	Sell	825 -8,532	-91%	-$895K	﹤0.01%	2393
2022 Q3	$883K	Sell	9,357 -10,112	-52%	-$1.12M	0.02%	1064
2022 Q2	$1.97M	Buy	+19,469	New	+$2.5M	0.05%	370
2022 Q1	–	Sell	-3,322	Closed	-$548K	–	2504
2021 Q4	$548K	Buy	+3,322	New	+$548K	0.02%	931

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

Walleye Capital's OLED Position: Q2 2026 in Review

Walleye Capital increased its Universal Display (OLED) stake by 151% in Q2 2026, buying an estimated $8M and bringing the position to 143,825 shares worth $12.5M. The position accounts for 0.04% of the portfolio, ranked #393.

Walleye Capital first reported a position in OLED in Q4 2021 and has held it in 13 quarters since. 442 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

Walleye Capital held 143,825 shares of Universal Display worth $12.5M as of Q2 2026.
Walleye Capital bought 86,627 Universal Display shares in Q2 2026, an estimated $8M.
Universal Display made up 0.04% of Walleye Capital's portfolio in Q2 2026, its #393 holding.
Walleye Capital first reported a position in Universal Display in Q4 2021 and has held it in 13 quarters since.
442 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.