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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
Q2 		$2K Buy
1,305
+55
+4% +$84 ﹤0.01% 3721
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

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

EverSource Wealth Advisors's OCGN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Ocugen (OCGN) stake by 4.4% in Q2 2026, buying an estimated $84 and bringing the position to 1,305 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #3721.

EverSource Wealth Advisors first reported a position in OCGN in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.26K in Q1 2026. 147 funds tracked by Wall St. Rank hold OCGN as of Q2 2026.

  • EverSource Wealth Advisors held 1,305 shares of Ocugen worth $2K as of Q2 2026.
  • EverSource Wealth Advisors bought 55 Ocugen shares in Q2 2026, an estimated $84.
  • Ocugen made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3721 holding.
  • EverSource Wealth Advisors first reported a position in Ocugen in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Ocugen position peaked at $2.26K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Ocugen as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.