Creative Planning
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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Creative Planning's OCGN Position: Q1 2026 in Review

Creative Planning increased its Ocugen (OCGN) stake by 19% in Q1 2026, buying an estimated $7.13K and bringing the position to 26,087 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3990.

Creative Planning first reported a position in OCGN in Q1 2017 and has held it in 12 quarters since. The position peaked at $82K in Q1 2021. 137 funds tracked by Wall St. Rank hold OCGN as of Q1 2026.

  • Creative Planning held 26,087 shares of Ocugen worth $47.2K as of Q1 2026.
  • Creative Planning bought 4,125 Ocugen shares in Q1 2026, an estimated $7.13K.
  • Ocugen made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3990 holding.
  • Creative Planning first reported a position in Ocugen in Q1 2017 and has held it in 12 quarters since.
  • Creative Planning's Ocugen position peaked at $82K in Q1 2021.
  • 137 funds tracked by Wall St. Rank held Ocugen as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.