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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

LPL Financial's OCGN Position: Q1 2026 in Review

LPL Financial increased its Ocugen (OCGN) stake by 0.71% in Q1 2026, buying an estimated $173 and bringing the position to 14,220 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5852.

LPL Financial first reported a position in OCGN in Q2 2019 and has held it in 13 quarters since. The position peaked at $388K in Q3 2021. 137 funds tracked by Wall St. Rank hold OCGN as of Q1 2026.

  • LPL Financial held 14,220 shares of Ocugen worth $25.7K as of Q1 2026.
  • LPL Financial bought 100 Ocugen shares in Q1 2026, an estimated $173.
  • Ocugen made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5852 holding.
  • LPL Financial first reported a position in Ocugen in Q2 2019 and has held it in 13 quarters since.
  • LPL Financial's Ocugen position peaked at $388K in Q3 2021.
  • 137 funds tracked by Wall St. Rank held Ocugen as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.