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Diversify Wealth Management’s Ocugen OCGN Stock Holding History

Diversify Wealth Management’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 		$25.2K Buy
20,020
+20
+0.1% +$30 ﹤0.01% 1245
2026
Q1 		$33.6K Hold
20,000
– – ﹤0.01% 1134
2025
Q4 		$38.2K Hold
20,000
– – ﹤0.01% 619
2025
Q3 		$30.8K Hold
20,000
– – ﹤0.01% 538
2025
Q2 		$20.6K Hold
20,000
– – ﹤0.01% 534
2025
Q1 		$14.6K Hold
20,000
– – ﹤0.01% 509
2024
Q4 		$15.7K Hold
20,000
– – ﹤0.01% 513
2024
Q3 		$18.2K Hold
20,000
– – ﹤0.01% 468
2024
Q2 		$24.3K Buy
+20,000
New +$31.2K ﹤0.01% 431

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

Diversify Wealth Management's OCGN Position: Q2 2026 in Review

Diversify Wealth Management increased its Ocugen (OCGN) stake by 0.1% in Q2 2026, buying an estimated $30 and bringing the position to 20,020 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Diversify Wealth Management first reported a position in OCGN in Q2 2024 and has held it in 9 quarters since. The position peaked at $38.2K in Q4 2025. 147 funds tracked by Wall St. Rank hold OCGN as of Q2 2026.

  • Diversify Wealth Management held 20,020 shares of Ocugen worth $25.2K as of Q2 2026.
  • Diversify Wealth Management bought 20 Ocugen shares in Q2 2026, an estimated $30.
  • Ocugen made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1245 holding.
  • Diversify Wealth Management first reported a position in Ocugen in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Ocugen position peaked at $38.2K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Ocugen as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.