Creative Planning
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Creative Planning’s Ocular Therapeutix OCUL Stock Holding History

Creative Planning’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 		$602K Buy
61,285
+15,229
+33% +$138K ﹤0.01% 3058
2026
Q1 		$390K Buy
46,056
+21,740
+89% +$207K ﹤0.01% 3220
2025
Q4 		$295K Sell
24,316
-219
-0.9% -$2.66K ﹤0.01% 3247
2025
Q3 		$287K Buy
24,535
+3,125
+15% +$37.4K ﹤0.01% 3184
2025
Q2 		$199K Buy
21,410
+3,791
+22% +$29.7K ﹤0.01% 3224
2025
Q1 		$129K Sell
17,619
-1,084
-6% -$8.33K ﹤0.01% 3200
2024
Q4 		$160K Sell
18,703
-2,244
-11% -$21.9K ﹤0.01% 3045
2024
Q3 		$182K Buy
+20,947
New +$173K ﹤0.01% 2873
2023
Q2 		– Sell
-13,889
Closed -$73.2K – 2773
2023
Q1 		$73.2K Buy
13,889
+50
+0.4% +$237 ﹤0.01% 2292
2022
Q4 		$38.9K Sell
13,839
-1,555
-10% -$5.15K ﹤0.01% 2258
2022
Q3 		$64K Buy
+15,394
New +$77.5K ﹤0.01% 2096
2021
Q2 		– Sell
-26,083
Closed -$428K – 2431
2021
Q1 		$428K Buy
26,083
+2,483
+11% +$47.8K ﹤0.01% 1543
2020
Q4 		$489K Buy
23,600
+5,000
+27% +$74.3K ﹤0.01% 1326
2020
Q3 		$142K Buy
+18,600
New +$154K ﹤0.01% 1772
2020
Q1 		– Sell
-18,713
Closed -$74K – 2025
2019
Q4 		$74K Buy
18,713
+2,313
+14% +$8.04K ﹤0.01% 1785
2019
Q3 		$50K Buy
16,400
+4,500
+38% +$20.1K ﹤0.01% 1790
2019
Q2 		$52K Buy
+11,900
New +$44.1K ﹤0.01% 1810
2017
Q4 		– Sell
-14,600
Closed -$90K – 1978
2017
Q3 		$90K Buy
14,600
+6,800
+87% +$43.8K ﹤0.01% 1728
2017
Q2 		$72K Hold
7,800
– – ﹤0.01% 2224
2017
Q1 		$72K Buy
7,800
+4,800
+160% +$40K ﹤0.01% 2188
2016
Q4 		$25K Buy
3,000
+2,000
+200% +$15.5K ﹤0.01% 2927
2016
Q3 		$7K Buy
+1,000
New +$6.1K ﹤0.01% 3732

Other funds holding OCUL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's OCUL Position: Q2 2026 in Review

Creative Planning increased its Ocular Therapeutix (OCUL) stake by 33% in Q2 2026, buying an estimated $138K and bringing the position to 61,285 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #3058.

Creative Planning first reported a position in OCUL in Q3 2016 and has held it in 22 quarters since. 261 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Creative Planning held 61,285 shares of Ocular Therapeutix worth $602K as of Q2 2026.
  • Creative Planning bought 15,229 Ocular Therapeutix shares in Q2 2026, an estimated $138K.
  • Ocular Therapeutix made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3058 holding.
  • Creative Planning first reported a position in Ocular Therapeutix in Q3 2016 and has held it in 22 quarters since.
  • 261 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

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