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Allworth Financial’s Ocugen OCGN Stock Holding History

Allworth Financial’s Portfolio OCGN Stock Details OCGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8 Sell
5
-401
-99% -$610 ﹤0.01% 5125
2026
Q1 		$735 Buy
+406
New +$702 ﹤0.01% 4650
2021
Q4 		– Sell
-150
Closed -$1K – 2067
2021
Q3 		$1K Sell
150
-1,158
-89% -$8.5K ﹤0.01% 1785
2021
Q2 		$11K Buy
+1,308
New +$11K ﹤0.01% 1022

Other funds holding OCGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allworth Financial's OCGN Position: Q2 2026 in Review

Allworth Financial reduced its Ocugen (OCGN) stake by 99% in Q2 2026, selling an estimated $610 and leaving 5 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #5125.

Allworth Financial first reported a position in OCGN in Q2 2021 and has held it in 4 quarters since. The position peaked at $11K in Q2 2021. 147 funds tracked by Wall St. Rank hold OCGN as of Q2 2026.

  • Allworth Financial held 5 shares of Ocugen worth $8 as of Q2 2026.
  • Allworth Financial sold 401 Ocugen shares in Q2 2026, an estimated $610.
  • Ocugen made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5125 holding.
  • Allworth Financial first reported a position in Ocugen in Q2 2021 and has held it in 4 quarters since.
  • Allworth Financial's Ocugen position peaked at $11K in Q2 2021.
  • 147 funds tracked by Wall St. Rank held Ocugen as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.