Cetera Investment Advisers
OCUL icon

Cetera Investment Advisers’s Ocular Therapeutix OCUL Stock Holding History

Cetera Investment Advisers’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 		$7.72M Buy
785,732
+21,117
+3% +$191K 0.01% 1310
2026
Q1 		$6.48M Buy
764,615
+42,075
+6% +$401K 0.01% 1333
2025
Q4 		$8.77M Buy
722,540
+8,474
+1% +$103K 0.01% 1109
2025
Q3 		$8.35M Buy
714,066
+8,660
+1% +$104K 0.01% 1103
2025
Q2 		$6.55M Sell
705,406
-15,958
-2% -$125K 0.01% 1033
2025
Q1 		$5.29M Sell
721,364
-2,476
-0.3% -$19K 0.01% 1073
2024
Q4 		$6.18M Buy
723,840
+4,342
+0.6% +$42.4K 0.01% 935
2024
Q3 		$6.26M Sell
719,498
-19,546
-3% -$161K 0.01% 899
2024
Q2 		$5.06M Buy
739,044
+13,054
+2% +$80.6K 0.01% 991
2024
Q1 		$6.61M Buy
725,990
+49,590
+7% +$352K 0.02% 838
2023
Q4 		$3.02M Buy
676,400
+66,300
+11% +$196K 0.02% 620
2023
Q3 		$1.92M Sell
610,100
-1,150
-0.2% -$4.71K 0.02% 771
2023
Q2 		$3.15M Buy
611,250
+10,100
+2% +$60.1K 0.03% 585
2023
Q1 		$3.17M Buy
601,150
+5,950
+1% +$28.3K 0.03% 547
2022
Q4 		$1.67M Sell
595,200
-9,350
-2% -$31K 0.02% 773
2022
Q3 		$2.51M Buy
604,550
+5,400
+0.9% +$27.2K 0.05% 388
2022
Q2 		$2.41M Buy
599,150
+32,400
+6% +$122K 0.04% 465
2022
Q1 		$2.81M Buy
566,750
+59,000
+12% +$327K 0.04% 449
2021
Q4 		$3.54M Buy
507,750
+75,650
+18% +$587K 0.05% 381
2021
Q3 		$4.32M Buy
+432,100
New +$4.85M 0.07% 293

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

Cetera Investment Advisers's OCUL Position: Q2 2026 in Review

Cetera Investment Advisers increased its Ocular Therapeutix (OCUL) stake by 2.8% in Q2 2026, buying an estimated $191K and bringing the position to 785,732 shares worth $7.72M. The position accounts for 0.01% of the portfolio, ranked #1310.

Cetera Investment Advisers first reported a position in OCUL in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.77M in Q4 2025. 263 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Cetera Investment Advisers held 785,732 shares of Ocular Therapeutix worth $7.72M as of Q2 2026.
  • Cetera Investment Advisers bought 21,117 Ocular Therapeutix shares in Q2 2026, an estimated $191K.
  • Ocular Therapeutix made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1310 holding.
  • Cetera Investment Advisers first reported a position in Ocular Therapeutix in Q3 2021 and has held it in 20 quarters since.
  • Cetera Investment Advisers's Ocular Therapeutix position peaked at $8.77M in Q4 2025.
  • 263 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.