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Kestra Private Wealth Services’s Oculis Holding OCS Stock Holding History

Kestra Private Wealth Services’s Portfolio OCS Stock Details OCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,236
Closed -$296K – 1730
2025
Q2 		$296K Buy
15,236
+2,914
+24% +$53.5K ﹤0.01% 1290
2025
Q1 		$234K Buy
+12,322
New +$253K ﹤0.01% 1310

Other funds holding OCS

EFM
EQT Fund Management Luxembourg $1.02B AUM
PBPIA
Pivotal bioVenture Partners Investment Advisor San Francisco, California $280M AUM 181.4% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
NFGH
Nan Fung Group Holdings Kai Tak, Hong Kong $121M AUM 56.89% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
ACP
Acuta Capital Partners Redwood City, California $142M AUM 783.79% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Private Wealth Services's OCS Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Oculis Holding (OCS) in Q3 2025, closing a stake of 15,236 shares — an estimated $296K sold.

Kestra Private Wealth Services first reported a position in OCS in Q1 2025 and held it in 2 quarters. The position peaked at $296K in Q2 2025. 20 funds tracked by Wall St. Rank hold OCS as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining Oculis Holding position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 15,236 Oculis Holding shares in Q3 2025, an estimated $296K.
  • Kestra Private Wealth Services first reported a position in Oculis Holding in Q1 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's Oculis Holding position peaked at $296K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Oculis Holding as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.