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 Q3	$982	Sell	128 -318	-71%	-$3.11K	﹤0.01%	4489
2026 Q2	$4.38K	Buy	446 +393	+742%	+$3.56K	﹤0.01%	3867
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	–	4101
2022 Q4	$7K	Sell	1,000 -500	-33%	-$1.66K	﹤0.01%	3615
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%	3411
2021 Q2	–	Sell	-1,500	Closed	-$22.8K	–	3169
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Summer Road West Palm Beach, Florida $135M AUM 15.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Empire Life Investments Toronto, Ontario, Canada $1.83B AUM 33.18% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IFP Advisors's OCUL Position: Q3 2026 in Review

IFP Advisors reduced its Ocular Therapeutix (OCUL) stake by 71% in Q3 2026, selling an estimated $3.11K and leaving 128 shares worth $982. The position accounts for ﹤0.01% of the portfolio, ranked #4489.

IFP Advisors first reported a position in OCUL in Q4 2020 and has held it in 11 quarters since. The position peaked at $31K in Q4 2020. 97 funds tracked by Wall St. Rank hold OCUL as of Q3 2026.

IFP Advisors held 128 shares of Ocular Therapeutix worth $982 as of Q3 2026.
IFP Advisors sold 318 Ocular Therapeutix shares in Q3 2026, an estimated $3.11K.
Ocular Therapeutix made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4489 holding.
IFP Advisors first reported a position in Ocular Therapeutix in Q4 2020 and has held it in 11 quarters since.
IFP Advisors's Ocular Therapeutix position peaked at $31K in Q4 2020.
97 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.