Covestor’s Ocular Therapeutix OCUL Stock Holding History

Covestor’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	$0	Buy	14 +1	+8%	+$10	﹤0.01%	2637
2025 Q4	$0	Sell	13 -1	-7%	-$12	﹤0.01%	2617
2025 Q3	$0	Hold	14	–	–	﹤0.01%	2631
2025 Q2	$0	Sell	14 -1	-7%	-$8	﹤0.01%	2597
2025 Q1	$0	Hold	15	–	–	﹤0.01%	2587
2024 Q4	$0	Buy	15 +1	+7%	+$10	﹤0.01%	2596
2024 Q3	$0	Sell	14 -10	-42%	-$82	﹤0.01%	2592
2024 Q2	$0	Buy	+24	New	+$148	﹤0.01%	2605
2024 Q1	–	Sell	-7,525	Closed	-$34K	–	2604
2023 Q4	$34K	Sell	7,525 -29,879	-80%	-$88.4K	0.02%	999
2023 Q3	$117K	Buy	37,404 +1,729	+5%	+$7.08K	0.09%	333
2023 Q2	$184K	Sell	35,675 -24,333	-41%	-$145K	0.14%	145
2023 Q1	$316K	Buy	60,008 +43,349	+260%	+$206K	0.28%	39
2022 Q4	$47K	Buy	+16,659	New	+$55.2K	0.04%	756
2022 Q1	–	Hold	0	–	–	–	2363
2021 Q4	–	Hold	0	–	–	–	2279

Other funds holding OCUL

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return