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Beacon Investment Advisors’s Ocular Therapeutix OCUL Stock Holding History

Beacon Investment Advisors’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 		$4.27M Buy
435,131
+4,255
+1% +$38.6K 1.34% 20
2026
Q1 		$3.65M Buy
430,876
+265,320
+160% +$2.53M 1.38% 20
2025
Q4 		$2.01M Buy
+165,556
New +$2.01M 0.81% 35

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

Beacon Investment Advisors's OCUL Position: Q2 2026 in Review

Beacon Investment Advisors increased its Ocular Therapeutix (OCUL) stake by 0.99% in Q2 2026, buying an estimated $38.6K and bringing the position to 435,131 shares worth $4.27M. The position accounts for 1.34% of the portfolio, ranked #20.

Beacon Investment Advisors first reported a position in OCUL in Q4 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Beacon Investment Advisors held 435,131 shares of Ocular Therapeutix worth $4.27M as of Q2 2026.
  • Beacon Investment Advisors bought 4,255 Ocular Therapeutix shares in Q2 2026, an estimated $38.6K.
  • Ocular Therapeutix made up 1.34% of Beacon Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Beacon Investment Advisors first reported a position in Ocular Therapeutix in Q4 2025 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.