EWA
OCGN icon

EverSource Wealth Advisors’s Ocugen OCGN Stock Holding History

EverSource Wealth Advisors’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
Q1 		$2.26K Hold
1,250
– – ﹤0.01% 3602
2025
Q4 		$1.69K Hold
1,250
– – ﹤0.01% 3554
2025
Q3 		$2.04K Sell
1,250
-300
-19% -$332 ﹤0.01% 3508
2025
Q2 		$1.5K Buy
1,550
+267
+21% +$221 ﹤0.01% 3599
2025
Q1 		$906 Buy
1,283
+33
+3% +$23 ﹤0.01% 3265
2024
Q4 		$1.01K Hold
1,250
– – ﹤0.01% 2963
2024
Q3 		$1.24K Hold
1,250
– – ﹤0.01% 2673
2024
Q2 		$1.76K Hold
1,250
– – ﹤0.01% 2594
2024
Q1 		$1.65K Hold
1,250
– – ﹤0.01% 2439
2023
Q4 		$719 Sell
1,250
-1,194
-49% -$479 ﹤0.01% 2455
2023
Q3 		$978 Buy
+2,444
New +$1.21K ﹤0.01% 2228

Other funds holding OCGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $699M AUM 600.17% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return