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Aventura Private Wealth’s Oculis Holding OCS Stock Holding History

Aventura Private Wealth’s Portfolio OCS Stock Details OCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.5K Hold
4,000
– – 0.02% 329
2026
Q1 		$106K Hold
4,000
– – 0.04% 214
2025
Q4 		$79.9K Hold
4,000
– – 0.03% 236
2025
Q3 		$70.3K Buy
+4,000
New +$70.9K 0.03% 253

Other funds holding OCS

EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PBPIA
Pivotal bioVenture Partners Investment Advisor San Francisco, California $308M AUM 120.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $1.04B AUM 262.99% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

Aventura Private Wealth's OCS Position: Q2 2026 in Review

Aventura Private Wealth held its Oculis Holding (OCS) position steady in Q2 2026 at 4,000 shares worth $55.5K. The position accounts for 0.02% of the portfolio, ranked #329.

Aventura Private Wealth first reported a position in OCS in Q3 2025 and has held it in 4 quarters since. The position peaked at $106K in Q1 2026. 59 funds tracked by Wall St. Rank hold OCS as of Q2 2026.

  • Aventura Private Wealth held 4,000 shares of Oculis Holding worth $55.5K as of Q2 2026.
  • Aventura Private Wealth left its Oculis Holding share count unchanged in Q2 2026.
  • Oculis Holding made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #329 holding.
  • Aventura Private Wealth first reported a position in Oculis Holding in Q3 2025 and has held it in 4 quarters since.
  • Aventura Private Wealth's Oculis Holding position peaked at $106K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Oculis Holding as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.