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Diversified Trust’s Ocugen OCGN Stock Holding History

Diversified Trust’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 		$22.5K Buy
+14,706
New +$22.4K ﹤0.01% 1105

Other funds holding OCGN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Diversified Trust's OCGN Position: Q2 2026 in Review

Diversified Trust opened a new position in Ocugen (OCGN) in Q2 2026: 14,706 shares worth $22.5K. The stake represents ﹤0.01% of the portfolio and ranks #1105 among its holdings.

15 funds tracked by Wall St. Rank hold OCGN as of Q2 2026.

  • Diversified Trust held 14,706 shares of Ocugen worth $22.5K as of Q2 2026.
  • Ocugen was a new Diversified Trust position in Q2 2026.
  • Ocugen made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1105 holding.
  • 15 funds tracked by Wall St. Rank held Ocugen as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.