Clearstead Advisors’s Ocugen OCGN Stock Holding History

Clearstead 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 Q2	–	Sell	-670	Closed	-$1.21K	–	3708
2026 Q1	$1.21K	Buy	670 +130	+24%	+$225	﹤0.01%	2007
2025 Q4	$729	Buy	+540	New	+$769	﹤0.01%	2267

Other funds holding OCGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Clearstead Advisors's OCGN Position: Q2 2026 in Review

Clearstead Advisors sold out of Ocugen (OCGN) in Q2 2026, closing a stake of 670 shares — an estimated $1.21K sold.

Clearstead Advisors first reported a position in OCGN in Q4 2025 and held it in 2 quarters. The position peaked at $1.21K in Q1 2026. 56 funds tracked by Wall St. Rank hold OCGN as of Q2 2026.

Clearstead Advisors reported no remaining Ocugen position as of Q2 2026 after selling out during the quarter.
Clearstead Advisors sold 670 Ocugen shares in Q2 2026, an estimated $1.21K.
Clearstead Advisors first reported a position in Ocugen in Q4 2025 and held it in 2 quarters.
Clearstead Advisors's Ocugen position peaked at $1.21K in Q1 2026.
56 funds tracked by Wall St. Rank held Ocugen as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.