Creative Planning
OCGN icon

Creative Planning’s Ocugen OCGN Stock Holding History

Creative Planning’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 		$33.4K Sell
21,837
-4,250
-16% -$6.46K ﹤0.01% 4160
2026
Q1 		$47.2K Buy
26,087
+4,125
+19% +$7.13K ﹤0.01% 3990
2025
Q4 		$29.6K Buy
21,962
+3,276
+18% +$4.66K ﹤0.01% 3832
2025
Q3 		$30.5K Sell
18,686
-40,420
-68% -$44.8K ﹤0.01% 3791
2025
Q2 		$57.4K Buy
+59,106
New +$49K ﹤0.01% 3506
2024
Q4 		– Sell
-15,125
Closed -$15K – 3652
2024
Q3 		$15K Buy
15,125
+2,871
+23% +$3.94K ﹤0.01% 3157
2024
Q2 		$19K Buy
+12,254
New +$19.1K ﹤0.01% 2987
2023
Q2 		– Sell
-13,076
Closed -$11.2K – 2771
2023
Q1 		$11.2K Sell
13,076
-1,342
-9% -$1.46K ﹤0.01% 2458
2022
Q4 		$18.7K Buy
+14,418
New +$22.5K ﹤0.01% 2317
2021
Q2 		– Sell
-12,109
Closed -$82K – 2430
2021
Q1 		$82K Buy
+12,109
New +$80.5K ﹤0.01% 2282
2020
Q1 		– Sell
-15,000
Closed -$8K – 2024
2019
Q4 		$8K Buy
+15,000
New +$14.9K ﹤0.01% 1921
2017
Q3 		– Sell
-83
Closed -$9K – 3117
2017
Q2 		$9K Hold
83
– – ﹤0.01% 3695
2017
Q1 		$9K Buy
+83
New +$8.37K ﹤0.01% 3655

Other funds holding OCGN

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning's OCGN Position: Q2 2026 in Review

Creative Planning reduced its Ocugen (OCGN) stake by 16% in Q2 2026, selling an estimated $6.46K and leaving 21,837 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4160.

Creative Planning first reported a position in OCGN in Q1 2017 and has held it in 13 quarters since. The position peaked at $82K in Q1 2021. 148 funds tracked by Wall St. Rank hold OCGN as of Q2 2026.

  • Creative Planning held 21,837 shares of Ocugen worth $33.4K as of Q2 2026.
  • Creative Planning sold 4,250 Ocugen shares in Q2 2026, an estimated $6.46K.
  • Ocugen made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4160 holding.
  • Creative Planning first reported a position in Ocugen in Q1 2017 and has held it in 13 quarters since.
  • Creative Planning's Ocugen position peaked at $82K in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Ocugen as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.