EverSource Wealth Advisors’s Ocular Therapeutix OCUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.83K	Buy	492 +193	+65%	+$1.75K	﹤0.01%	3293
2026 Q1	$2.53K	Buy	299 +221	+283%	+$2.11K	﹤0.01%	3558
2025 Q4	$947	Sell	78 -2	-3%	-$24	﹤0.01%	3721
2025 Q3	$935	Buy	80 +2	+3%	+$24	﹤0.01%	3781
2025 Q2	$724	Buy	78 +40	+105%	+$313	﹤0.01%	3807
2025 Q1	$279	Buy	+38	New	+$292	﹤0.01%	3620
2022 Q4	–	Sell	-906	Closed	-$4K	–	2387
2022 Q3	$4K	Hold	906	–	–	﹤0.01%	1460
2022 Q2	$4K	Buy	+906	New	+$3.42K	﹤0.01%	1334

Other funds holding OCUL

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Ocular Therapeutix (OCUL) stake by 65% in Q2 2026, buying an estimated $1.75K and bringing the position to 492 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3293.

EverSource Wealth Advisors first reported a position in OCUL in Q2 2022 and has held it in 8 quarters since. 67 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

EverSource Wealth Advisors held 492 shares of Ocular Therapeutix worth $4.83K as of Q2 2026.
EverSource Wealth Advisors bought 193 Ocular Therapeutix shares in Q2 2026, an estimated $1.75K.
Ocular Therapeutix made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3293 holding.
EverSource Wealth Advisors first reported a position in Ocular Therapeutix in Q2 2022 and has held it in 8 quarters since.
67 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

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