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Allworth Financial’s Ocular Therapeutix OCUL Stock Holding History

Allworth Financial’s Portfolio OCUL Stock Details OCUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23K Buy
2,343
+1,359
+138% +$12.3K ﹤0.01% 3083
2026
Q1 		$8.34K Buy
984
+716
+267% +$6.82K ﹤0.01% 3630
2025
Q4 		$3.25K Buy
268
+18
+7% +$219 ﹤0.01% 3936
2025
Q3 		$2.92K Hold
250
– – ﹤0.01% 3830
2025
Q2 		$2.32K Hold
250
– – ﹤0.01% 3637
2025
Q1 		$1.98K Hold
250
– – ﹤0.01% 3222
2024
Q4 		$2K Hold
250
– – ﹤0.01% 3163
2024
Q3 		$2.17K Sell
250
-121
-33% -$997 ﹤0.01% 2937
2024
Q2 		$2.91K Hold
371
– – ﹤0.01% 2760
2024
Q1 		$3.38K Buy
371
+121
+48% +$859 ﹤0.01% 2580
2023
Q4 		$1.11K Hold
250
– – ﹤0.01% 2914
2023
Q3 		$785 Hold
250
– – ﹤0.01% 2920
2023
Q2 		$1.29K Hold
250
– – ﹤0.01% 2650
2023
Q1 		$1.32K Buy
+250
New +$1.19K ﹤0.01% 2570

Other funds holding OCUL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allworth Financial's OCUL Position: Q2 2026 in Review

Allworth Financial increased its Ocular Therapeutix (OCUL) stake by 138% in Q2 2026, buying an estimated $12.3K and bringing the position to 2,343 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

Allworth Financial first reported a position in OCUL in Q1 2023 and has held it in 14 quarters since. 261 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Allworth Financial held 2,343 shares of Ocular Therapeutix worth $23K as of Q2 2026.
  • Allworth Financial bought 1,359 Ocular Therapeutix shares in Q2 2026, an estimated $12.3K.
  • Ocular Therapeutix made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3083 holding.
  • Allworth Financial first reported a position in Ocular Therapeutix in Q1 2023 and has held it in 14 quarters since.
  • 261 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

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