Envestnet Asset Management
OCGN icon

Envestnet Asset Management’s Ocugen OCGN Stock Holding History

Envestnet Asset 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
2025
Q4 		– Sell
-10,000
Closed -$16.3K – 4608
2025
Q3 		$16.3K Hold
10,000
– – ﹤0.01% 4496
2025
Q2 		$9.7K Hold
10,000
– – ﹤0.01% 4417
2025
Q1 		$7.06K Buy
+10,000
New +$6.92K ﹤0.01% 4337

Other funds holding OCGN

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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management's OCGN Position: Q4 2025 in Review

Envestnet Asset Management sold out of Ocugen (OCGN) in Q4 2025, closing a stake of 10,000 shares — an estimated $16.3K sold.

Envestnet Asset Management first reported a position in OCGN in Q1 2025 and held it in 3 quarters. The position peaked at $16.3K in Q3 2025. 109 funds tracked by Wall St. Rank hold OCGN as of Q4 2025.

  • Envestnet Asset Management reported no remaining Ocugen position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 10,000 Ocugen shares in Q4 2025, an estimated $16.3K.
  • Envestnet Asset Management first reported a position in Ocugen in Q1 2025 and held it in 3 quarters.
  • Envestnet Asset Management's Ocugen position peaked at $16.3K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Ocugen as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.