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Bartlett & Co Wealth Management’s Ocugen OCGN Stock Holding History

Bartlett & Co Wealth Management’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 		$8.11K Hold
5,300
– – ﹤0.01% 1020
2026
Q1 		$9.8K Buy
+5,300
New +$9.16K ﹤0.01% 926

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

Bartlett & Co Wealth Management's OCGN Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Ocugen (OCGN) position steady in Q2 2026 at 5,300 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Bartlett & Co Wealth Management first reported a position in OCGN in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.8K in Q1 2026. 147 funds tracked by Wall St. Rank hold OCGN as of Q2 2026.

  • Bartlett & Co Wealth Management held 5,300 shares of Ocugen worth $8.11K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Ocugen share count unchanged in Q2 2026.
  • Ocugen made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1020 holding.
  • Bartlett & Co Wealth Management first reported a position in Ocugen in Q1 2026 and has held it in 2 quarters since.
  • Bartlett & Co Wealth Management's Ocugen position peaked at $9.8K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Ocugen as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.