LPL Financial
OCGN icon

LPL Financial’s Ocugen OCGN Stock Holding History

LPL Financial’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
Q3 		$30.9K Buy
30,027
+15,007
+100% +$19.1K ﹤0.01% 6174
2026
Q2 		$23K Buy
15,020
+800
+6% +$1.22K ﹤0.01% 6113
2026
Q1 		$25.7K Buy
14,220
+100
+0.7% +$173 ﹤0.01% 5852
2025
Q4 		$19.1K Buy
+14,120
New +$20.1K ﹤0.01% 5810
2025
Q3 		– Sell
-53,990
Closed -$52.4K – 5929
2025
Q2 		$52.4K Buy
+53,990
New +$44.8K ﹤0.01% 5359
2023
Q1 		– Sell
-10,590
Closed -$13.8K – 4552
2022
Q4 		$13.8K Sell
10,590
-300
-3% -$468 ﹤0.01% 4396
2022
Q3 		$19K Sell
10,890
-3,070
-22% -$7.64K ﹤0.01% 4336
2022
Q2 		$32K Sell
13,960
-250
-2% -$598 ﹤0.01% 4290
2022
Q1 		$47K Sell
14,210
-8,254
-37% -$29K ﹤0.01% 4057
2021
Q4 		$102K Sell
22,464
-31,546
-58% -$238K ﹤0.01% 4131
2021
Q3 		$388K Buy
54,010
+39,980
+285% +$293K ﹤0.01% 3437
2021
Q2 		$113K Sell
14,030
-26,650
-66% -$225K ﹤0.01% 4044
2021
Q1 		$276K Buy
40,680
+8,180
+25% +$54.4K ﹤0.01% 3535
2020
Q4 		$59K Buy
+32,500
New +$15.7K ﹤0.01% 3721
2019
Q3 		– Sell
-333
Closed -$4K – 3354
2019
Q2 		$4K Buy
+333
New +$3.77K ﹤0.01% 3273

Other funds holding OCGN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

LPL Financial's OCGN Position: Q3 2026 in Review

LPL Financial increased its Ocugen (OCGN) stake by 100% in Q3 2026, buying an estimated $19.1K and bringing the position to 30,027 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6174.

LPL Financial first reported a position in OCGN in Q2 2019 and has held it in 15 quarters since. The position peaked at $388K in Q3 2021. 107 funds tracked by Wall St. Rank hold OCGN as of Q3 2026.

  • LPL Financial held 30,027 shares of Ocugen worth $30.9K as of Q3 2026.
  • LPL Financial bought 15,007 Ocugen shares in Q3 2026, an estimated $19.1K.
  • Ocugen made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6174 holding.
  • LPL Financial first reported a position in Ocugen in Q2 2019 and has held it in 15 quarters since.
  • LPL Financial's Ocugen position peaked at $388K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held Ocugen as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.