XXEC Inc’s Universal Display OLED Stock Holding History

XXEC Inc’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	$45.6M	Buy	386,937 +321,276	+489%	+$35.5M	7.99%	3
2025 Q4	$7.67M	Buy	65,661 +13,615	+26%	+$1.77M	7.66%	3
2025 Q3	$7.48M	Sell	52,046 -67	-0.1%	-$9.74K	6.3%	8
2025 Q2	$8.05M	Buy	52,113 +17,032	+49%	+$2.38M	6.47%	6
2025 Q1	$4.89M	Sell	35,081 -407	-1%	-$60.8K	4.24%	10
2024 Q4	$5.19M	Sell	35,488 -2,944	-8%	-$524K	4.3%	10
2024 Q3	$8.07M	Buy	38,432 +2,530	+7%	+$513K	6.09%	5
2024 Q2	$7.55M	Sell	35,902 -3,080	-8%	-$542K	5.83%	5
2024 Q1	$6.57M	Hold	38,982	–	–	4.94%	6
2023 Q4	$7.46M	Buy	38,982 +35,982	+1,199%	+$5.95M	5.87%	7
2023 Q3	$471K	Buy	+3,000	New	+$456K	0.4%	23

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

XXEC Inc's OLED Position: Q1 2026 in Review

XXEC Inc increased its Universal Display (OLED) stake by 489% in Q1 2026, buying an estimated $35.5M and bringing the position to 386,937 shares worth $45.6M. The position accounts for 7.99% of the portfolio, ranked #3.

XXEC Inc first reported a position in OLED in Q3 2023 and has held it in 11 quarters since. 459 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

XXEC Inc held 386,937 shares of Universal Display worth $45.6M as of Q1 2026.
XXEC Inc bought 321,276 Universal Display shares in Q1 2026, an estimated $35.5M.
Universal Display made up 7.99% of XXEC Inc's portfolio in Q1 2026, its #3 holding.
XXEC Inc first reported a position in Universal Display in Q3 2023 and has held it in 11 quarters since.
459 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on XXEC Inc's 13F filing for Q1 2026, filed 24 Apr 2026.