EverSource Wealth Advisors’s Ocean Biomedical, Inc. Common Stock OCEA Stock Holding History

EverSource Wealth Advisors’s Portfolio OCEA Stock Details OCEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,435	Closed	-$293	–	4394
2025 Q1	$293	Buy	+5,435	New	+$1.3K	﹤0.01%	3603

Other funds holding OCEA

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

EverSource Wealth Advisors's OCEA Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Ocean Biomedical, Inc. Common Stock (OCEA) in Q2 2025, closing a stake of 5,435 shares — an estimated $293 sold.

EverSource Wealth Advisors first reported a position in OCEA in Q1 2025 and held it in 1 quarter. The position peaked at $293 in Q1 2025. 7 funds tracked by Wall St. Rank hold OCEA as of Q2 2025.

EverSource Wealth Advisors reported no remaining Ocean Biomedical, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 5,435 Ocean Biomedical, Inc. Common Stock shares in Q2 2025, an estimated $293.
EverSource Wealth Advisors first reported a position in Ocean Biomedical, Inc. Common Stock in Q1 2025 and held it in 1 quarter.
EverSource Wealth Advisors's Ocean Biomedical, Inc. Common Stock position peaked at $293 in Q1 2025.
7 funds tracked by Wall St. Rank held Ocean Biomedical, Inc. Common Stock as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.