Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ocugen OCGN Stock Holding History

Carson Wealth (CWM LLC)’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 		$8.51K Buy
4,699
+2,196
+88% +$3.8K ﹤0.01% 4836
2025
Q4 		$3K Sell
2,503
-112
-4% -$159 ﹤0.01% 4999
2025
Q3 		$4K Sell
2,615
-6,994
-73% -$7.75K ﹤0.01% 4833
2025
Q2 		$9K Buy
9,609
+1,483
+18% +$1.23K ﹤0.01% 4363
2025
Q1 		$6K Buy
8,126
+5,723
+238% +$3.96K ﹤0.01% 4386
2024
Q4 		$2K Sell
2,403
-4,975
-67% -$4.55K ﹤0.01% 4583
2024
Q3 		$7K Buy
7,378
+88
+1% +$121 ﹤0.01% 3956
2024
Q2 		$11K Hold
7,290
– – ﹤0.01% 3495
2024
Q1 		$12K Hold
7,290
– – ﹤0.01% 3238
2023
Q4 		$4K Hold
7,290
– – ﹤0.01% 3613
2023
Q3 		$3K Sell
7,290
-50
-0.7% -$25 ﹤0.01% 3691
2023
Q2 		$4K Hold
7,340
– – ﹤0.01% 3548
2023
Q1 		$6K Sell
7,340
-1,134
-13% -$1.24K ﹤0.01% 3225
2022
Q4 		$11K Buy
8,474
+184
+2% +$287 ﹤0.01% 2759
2022
Q3 		$15K Buy
8,290
+3,365
+68% +$8.38K ﹤0.01% 2429
2022
Q2 		$11K Hold
4,925
– – ﹤0.01% 2527
2022
Q1 		$16K Buy
4,925
+1,180
+32% +$4.15K ﹤0.01% 2224
2021
Q4 		$17K Buy
+3,745
New +$28.3K ﹤0.01% 2084
2021
Q2 		$14K Hold
1,722
– – ﹤0.01% 1960
2021
Q1 		$14K Hold
1,722
– – ﹤0.01% 1960
2020
Q4 		$14K Hold
1,722
– – ﹤0.01% 1960
2020
Q3 		$14K Hold
1,722
– – ﹤0.01% 1960
2020
Q2 		$14K Hold
1,722
– – ﹤0.01% 1960
2020
Q1 		$14K Hold
1,722
– – ﹤0.01% 1960
2019
Q4 		$14K Hold
1,722
– – ﹤0.01% 1960
2019
Q3 		$14K Buy
1,722
+1,693
+5,838% +$21K ﹤0.01% 1960
2019
Q2 		$14K Hold
29
– – ﹤0.01% 1960
2019
Q1 		$14K Buy
+29
New +$248 ﹤0.01% 1959

Other funds holding OCGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Carson Wealth (CWM LLC)'s OCGN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ocugen (OCGN) stake by 88% in Q1 2026, buying an estimated $3.8K and bringing the position to 4,699 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #4836.

Carson Wealth (CWM LLC) first reported a position in OCGN in Q1 2019 and has held it in 28 quarters since. The position peaked at $17K in Q4 2021. 137 funds tracked by Wall St. Rank hold OCGN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,699 shares of Ocugen worth $8.51K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,196 Ocugen shares in Q1 2026, an estimated $3.8K.
  • Ocugen made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4836 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ocugen in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Ocugen position peaked at $17K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held Ocugen as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.