Level Four Advisory Services’s Ocugen OCGN Stock Holding History

Level Four Advisory Services’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 Q1	$30.8K	Sell	17,000 -2,000	-11%	-$3.46K	﹤0.01%	865
2025 Q4	$25.6K	Hold	19,000	–	–	﹤0.01%	840
2025 Q3	$31K	Hold	19,000	–	–	﹤0.01%	799
2025 Q2	$18.4K	Sell	19,000 -500	-3%	-$415	﹤0.01%	783
2025 Q1	$13.8K	Buy	+19,500	New	+$13.5K	﹤0.01%	751

Other funds holding OCGN

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Level Four Advisory Services's OCGN Position: Q1 2026 in Review

Level Four Advisory Services reduced its Ocugen (OCGN) stake by 11% in Q1 2026, selling an estimated $3.46K and leaving 17,000 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Level Four Advisory Services first reported a position in OCGN in Q1 2025 and has held it in 5 quarters since. The position peaked at $31K in Q3 2025. 137 funds tracked by Wall St. Rank hold OCGN as of Q1 2026.

Level Four Advisory Services held 17,000 shares of Ocugen worth $30.8K as of Q1 2026.
Level Four Advisory Services sold 2,000 Ocugen shares in Q1 2026, an estimated $3.46K.
Ocugen made up ﹤0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #865 holding.
Level Four Advisory Services first reported a position in Ocugen in Q1 2025 and has held it in 5 quarters since.
Level Four Advisory Services's Ocugen position peaked at $31K in Q3 2025.
137 funds tracked by Wall St. Rank held Ocugen as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.