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Institute for Wealth Management’s Ocugen OCGN Stock Holding History

Institute for Wealth Management’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 		$3.21K Buy
+2,100
New +$3.19K ﹤0.01% 1522

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Institute for Wealth Management's OCGN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Ocugen (OCGN) in Q2 2026: 2,100 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #1522 among its holdings.

63 funds tracked by Wall St. Rank hold OCGN as of Q2 2026.

  • Institute for Wealth Management held 2,100 shares of Ocugen worth $3.21K as of Q2 2026.
  • Ocugen was a new Institute for Wealth Management position in Q2 2026.
  • Ocugen made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1522 holding.
  • 63 funds tracked by Wall St. Rank held Ocugen as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.