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IFP Advisors’s Ocular Therapeutix OCUL Stock Holding History

IFP 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
Q1 		$449 Buy
53
+26
+96% +$248 ﹤0.01% 4447
2025
Q4 		$328 Buy
27
+9
+50% +$109 ﹤0.01% 4381
2025
Q3 		$210 Buy
+18
New +$215 ﹤0.01% 4390
2025
Q2 		– Hold
0
– – – 4226
2025
Q1 		– Hold
0
– – – 3719
2024
Q4 		– Hold
0
– – – 3760
2023
Q1 		– Sell
-1,000
Closed -$7K – 4103
2022
Q4 		$7K Sell
1,000
-500
-33% -$1.66K ﹤0.01% 3616
2022
Q3 		$10K Hold
1,500
– – ﹤0.01% 3657
2022
Q2 		$10K Hold
1,500
– – ﹤0.01% 3413
2022
Q1 		$10K Buy
+1,500
New +$8.31K ﹤0.01% 3413
2021
Q3 		– Hold
0
– – – 4241
2021
Q2 		– Sell
-1,500
Closed -$22.8K – 3983
2021
Q1 		$24K Hold
1,500
– – ﹤0.01% 1772
2020
Q4 		$31K Buy
+1,500
New +$22.3K ﹤0.01% 1626

Other funds holding OCUL

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return