Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ocular Therapeutix OCUL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$105K Buy
12,377
+11,448
+1,232% +$109K ﹤0.01% 3228
2025
Q4 		$11K Sell
929
-388
-29% -$4.71K ﹤0.01% 4505
2025
Q3 		$15K Buy
1,317
+610
+86% +$7.29K ﹤0.01% 4276
2025
Q2 		$7K Buy
707
+484
+217% +$3.79K ﹤0.01% 4476
2025
Q1 		$2K Sell
223
-143
-39% -$1.1K ﹤0.01% 4793
2024
Q4 		$3K Buy
366
+168
+85% +$1.64K ﹤0.01% 4433
2024
Q3 		$2K Buy
198
+188
+1,880% +$1.55K ﹤0.01% 4437
2024
Q2 		$0 Buy
+10
New +$62 ﹤0.01% 4832
2024
Q1 		– Sell
-2,000
Closed -$9K – 4614
2023
Q4 		$9K Hold
2,000
– – ﹤0.01% 3249
2023
Q3 		$6K Hold
2,000
– – ﹤0.01% 3388
2023
Q2 		$10K Hold
2,000
– – ﹤0.01% 3092
2023
Q1 		$11K Hold
2,000
– – ﹤0.01% 2897
2022
Q4 		$6K Hold
2,000
– – ﹤0.01% 3095
2022
Q3 		$8K Hold
2,000
– – ﹤0.01% 2834
2022
Q2 		$8K Hold
2,000
– – ﹤0.01% 2720
2022
Q1 		$10K Hold
2,000
– – ﹤0.01% 2481
2021
Q4 		$14K Buy
+2,000
New +$15.5K ﹤0.01% 2173
2021
Q2 		$28K Hold
2,000
– – ﹤0.01% 1648
2021
Q1 		$28K Hold
2,000
– – ﹤0.01% 1648
2020
Q4 		$28K Hold
2,000
– – ﹤0.01% 1648
2020
Q3 		$28K Hold
2,000
– – ﹤0.01% 1648
2020
Q2 		$28K Hold
2,000
– – ﹤0.01% 1648
2020
Q1 		$28K Hold
2,000
– – ﹤0.01% 1648
2019
Q4 		$28K Hold
2,000
– – ﹤0.01% 1647
2019
Q3 		$28K Hold
2,000
– – ﹤0.01% 1647
2019
Q2 		$28K Hold
2,000
– – ﹤0.01% 1647
2019
Q1 		$28K Buy
+2,000
New +$8.04K ﹤0.01% 1647

Other funds holding OCUL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.68B AUM 422.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ocular Therapeutix (OCUL) stake by 1,232% in Q1 2026, buying an estimated $109K and bringing the position to 12,377 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #3228.

Carson Wealth (CWM LLC) first reported a position in OCUL in Q1 2019 and has held it in 27 quarters since. 270 funds tracked by Wall St. Rank hold OCUL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,377 shares of Ocular Therapeutix worth $105K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,448 Ocular Therapeutix shares in Q1 2026, an estimated $109K.
  • Ocular Therapeutix made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3228 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ocular Therapeutix in Q1 2019 and has held it in 27 quarters since.
  • 270 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2026.

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