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 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%	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 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 $2.3T AUM 54.33% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP Advisors's OCUL Position: Q2 2026 in Review

IFP Advisors increased its Ocular Therapeutix (OCUL) stake by 742% in Q2 2026, buying an estimated $3.56K and bringing the position to 446 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3867.

IFP Advisors first reported a position in OCUL in Q4 2020 and has held it in 10 quarters since. The position peaked at $31K in Q4 2020. 262 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

IFP Advisors held 446 shares of Ocular Therapeutix worth $4.38K as of Q2 2026.
IFP Advisors bought 393 Ocular Therapeutix shares in Q2 2026, an estimated $3.56K.
Ocular Therapeutix made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3867 holding.
IFP Advisors first reported a position in Ocular Therapeutix in Q4 2020 and has held it in 10 quarters since.
IFP Advisors's Ocular Therapeutix position peaked at $31K in Q4 2020.
262 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.