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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

LPL Financial's OCGN Position: Q2 2026 in Review

LPL Financial increased its Ocugen (OCGN) stake by 5.6% in Q2 2026, buying an estimated $1.22K and bringing the position to 15,020 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #6113.

LPL Financial first reported a position in OCGN in Q2 2019 and has held it in 14 quarters since. The position peaked at $388K in Q3 2021. 147 funds tracked by Wall St. Rank hold OCGN as of Q2 2026.

  • LPL Financial held 15,020 shares of Ocugen worth $23K as of Q2 2026.
  • LPL Financial bought 800 Ocugen shares in Q2 2026, an estimated $1.22K.
  • Ocugen made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6113 holding.
  • LPL Financial first reported a position in Ocugen in Q2 2019 and has held it in 14 quarters since.
  • LPL Financial's Ocugen position peaked at $388K in Q3 2021.
  • 147 funds tracked by Wall St. Rank held Ocugen as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.