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Clearstead Advisors’s Ocular Therapeutix OCUL Stock Holding History

Clearstead Advisors’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 		$1.31K Buy
+133
New +$1.21K ﹤0.01% 2621
2025
Q4 		– Sell
-35
Closed -$410 – 3098
2025
Q3 		$410 Buy
+35
New +$419 ﹤0.01% 2763

Other funds holding OCUL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Clearstead Advisors's OCUL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Ocular Therapeutix (OCUL) in Q2 2026: 133 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #2621 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OCUL as recently as Q3 2025.

Clearstead Advisors first reported a position in OCUL in Q3 2025 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Clearstead Advisors held 133 shares of Ocular Therapeutix worth $1.31K as of Q2 2026.
  • Ocular Therapeutix was a new Clearstead Advisors position in Q2 2026.
  • Ocular Therapeutix made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2621 holding.
  • Clearstead Advisors first reported a position in Ocular Therapeutix in Q3 2025 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

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