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Integrated Wealth Concepts’s Ocular Therapeutix OCUL Stock Holding History

Integrated Wealth Concepts’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 		$50.8K Buy
+5,177
New +$46.9K ﹤0.01% 3351

Other funds holding OCUL

Fidelity Investments
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
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
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's OCUL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Ocular Therapeutix (OCUL) in Q2 2026: 5,177 shares worth $50.8K. The stake represents ﹤0.01% of the portfolio and ranks #3351 among its holdings.

261 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Integrated Wealth Concepts held 5,177 shares of Ocular Therapeutix worth $50.8K as of Q2 2026.
  • Ocular Therapeutix was a new Integrated Wealth Concepts position in Q2 2026.
  • Ocular Therapeutix made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3351 holding.
  • 261 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.