CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Ocugen OCGN Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$127K Buy
70,000
+10,000
+17% +$17.3K ﹤0.01% 2776
2025
Q4 		$81K Sell
60,000
-2
-0% -$3 ﹤0.01% 2634
2025
Q3 		$97.8K Sell
60,002
-658
-1% -$729 ﹤0.01% 2514
2025
Q2 		$58.9K Buy
60,660
+277
+0.5% +$230 ﹤0.01% 2413
2025
Q1 		$42.6K Buy
60,383
+383
+0.6% +$265 ﹤0.01% 2291
2024
Q4 		$48.3K Sell
60,000
-154
-0.3% -$141 ﹤0.01% 2239
2024
Q3 		$59.7K Buy
60,154
+154
+0.3% +$211 ﹤0.01% 2230
2024
Q2 		$93K Hold
60,000
– – ﹤0.01% 2116
2024
Q1 		$98.4K Hold
60,000
– – ﹤0.01% 2060
2023
Q4 		$34.5K Sell
60,000
-90
-0.1% -$36 ﹤0.01% 2608
2023
Q3 		$24K Buy
60,090
+40,090
+200% +$19.8K ﹤0.01% 2519
2023
Q2 		$10.9K Buy
+20,000
New +$12.8K ﹤0.01% 2482
2022
Q1 		– Sell
-1
Closed – – 5066
2021
Q4 		$0 Buy
+1
New +$8 ﹤0.01% 4864
2021
Q2 		– Sell
-1,500
Closed -$10K – 4615
2021
Q1 		$10K Buy
+1,500
New +$9.97K ﹤0.01% 3439
2018
Q2 		– Sell
-50
Closed -$8K – 1575
2018
Q1 		$8K Hold
50
– – ﹤0.01% 1079
2017
Q4 		$6K Buy
+50
New +$6.12K ﹤0.01% 1101

Other funds holding OCGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

CAPTRUST Financial Advisors's OCGN Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Ocugen (OCGN) stake by 17% in Q1 2026, buying an estimated $17.3K and bringing the position to 70,000 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #2776.

CAPTRUST Financial Advisors first reported a position in OCGN in Q4 2017 and has held it in 16 quarters since. 137 funds tracked by Wall St. Rank hold OCGN as of Q1 2026.

  • CAPTRUST Financial Advisors held 70,000 shares of Ocugen worth $127K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 10,000 Ocugen shares in Q1 2026, an estimated $17.3K.
  • Ocugen made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2776 holding.
  • CAPTRUST Financial Advisors first reported a position in Ocugen in Q4 2017 and has held it in 16 quarters since.
  • 137 funds tracked by Wall St. Rank held Ocugen as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.