Beacon Investment Advisory Services’s Ocular Therapeutix OCUL Stock Holding History

Beacon Investment Advisory Services’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	$137K	Hold	14,000	–	–	0.01%	292
2026 Q1	$119K	Hold	14,000	–	–	﹤0.01%	309
2025 Q4	$170K	Hold	14,000	–	–	0.01%	257
2025 Q3	$164K	Hold	14,000	–	–	0.01%	248
2025 Q2	$130K	Hold	14,000	–	–	0.01%	247
2025 Q1	$103K	Hold	14,000	–	–	﹤0.01%	237
2024 Q4	$120K	Hold	14,000	–	–	0.01%	247
2024 Q3	$122K	Hold	14,000	–	–	0.01%	252
2024 Q2	$95.8K	Hold	14,000	–	–	﹤0.01%	261
2024 Q1	$127K	Hold	14,000	–	–	0.01%	262
2023 Q4	$62.4K	Buy	14,000 +2,000	+17%	+$5.91K	﹤0.01%	263
2023 Q3	$37.7K	Hold	12,000	–	–	﹤0.01%	271
2023 Q2	$61.9K	Hold	12,000	–	–	﹤0.01%	277
2023 Q1	$63.2K	Hold	12,000	–	–	﹤0.01%	276
2022 Q4	$33.7K	Hold	12,000	–	–	﹤0.01%	277
2022 Q3	$50K	Hold	12,000	–	–	﹤0.01%	272
2022 Q2	$48K	Hold	12,000	–	–	﹤0.01%	283
2022 Q1	$59K	Hold	12,000	–	–	﹤0.01%	297
2021 Q4	$84K	Hold	12,000	–	–	﹤0.01%	305
2021 Q3	$120K	Hold	12,000	–	–	0.01%	295
2021 Q2	$170K	Hold	12,000	–	–	0.01%	296
2021 Q1	$197K	Buy	12,000 +2,000	+20%	+$38.5K	0.01%	290
2020 Q4	$207K	Hold	10,000	–	–	0.01%	270
2020 Q3	$76K	Hold	10,000	–	–	﹤0.01%	251
2020 Q2	$83K	Hold	10,000	–	–	﹤0.01%	242
2020 Q1	$50K	Hold	10,000	–	–	﹤0.01%	231
2019 Q4	$40K	Buy	+10,000	New	+$34.8K	﹤0.01%	243

Other funds holding OCUL

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 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

Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Beacon Investment Advisory Services's OCUL Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Ocular Therapeutix (OCUL) position steady in Q2 2026 at 14,000 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #292.

Beacon Investment Advisory Services first reported a position in OCUL in Q4 2019 and has held it in 27 quarters since. The position peaked at $207K in Q4 2020. 261 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

Beacon Investment Advisory Services held 14,000 shares of Ocular Therapeutix worth $137K as of Q2 2026.
Beacon Investment Advisory Services left its Ocular Therapeutix share count unchanged in Q2 2026.
Ocular Therapeutix made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #292 holding.
Beacon Investment Advisory Services first reported a position in Ocular Therapeutix in Q4 2019 and has held it in 27 quarters since.
Beacon Investment Advisory Services's Ocular Therapeutix position peaked at $207K in Q4 2020.
261 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.