Key Financial Inc’s Ocular Therapeutix OCUL Stock Holding History

Key Financial Inc’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 Q1	–	Sell	-200	Closed	-$2.43K	–	1450
2025 Q4	$2.43K	Buy	+200	New	+$2.43K	﹤0.01%	1144

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Key Financial Inc's OCUL Position: Q1 2026 in Review

Key Financial Inc sold out of Ocular Therapeutix (OCUL) in Q1 2026, closing a stake of 200 shares — an estimated $2.43K sold.

Key Financial Inc first reported a position in OCUL in Q4 2025 and held it in 1 quarter. The position peaked at $2.43K in Q4 2025. 271 funds tracked by Wall St. Rank hold OCUL as of Q1 2026.

Key Financial Inc reported no remaining Ocular Therapeutix position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 200 Ocular Therapeutix shares in Q1 2026, an estimated $2.43K.
Key Financial Inc first reported a position in Ocular Therapeutix in Q4 2025 and held it in 1 quarter.
Key Financial Inc's Ocular Therapeutix position peaked at $2.43K in Q4 2025.
271 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.