LPL Financial’s Ocular Therapeutix OCUL Stock Holding History

LPL Financial’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	$532K	Buy	62,799 +47,746	+317%	+$455K	﹤0.01%	4707
2025 Q4	$183K	Buy	+15,053	New	+$183K	﹤0.01%	5469
2015 Q3	–	Sell	-10,700	Closed	-$226K	–	2866
2015 Q2	$226K	Buy	10,700 +1,700	+19%	+$42.1K	﹤0.01%	2539
2015 Q1	$371K	Hold	9,000	–	–	﹤0.01%	2075
2014 Q4	$212K	Buy	+9,000	New	+$151K	﹤0.01%	2465

Other funds holding OCUL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

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

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

LPL Financial's OCUL Position: Q1 2026 in Review

LPL Financial increased its Ocular Therapeutix (OCUL) stake by 317% in Q1 2026, buying an estimated $455K and bringing the position to 62,799 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #4707.

LPL Financial first reported a position in OCUL in Q4 2014 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold OCUL as of Q1 2026.

LPL Financial held 62,799 shares of Ocular Therapeutix worth $532K as of Q1 2026.
LPL Financial bought 47,746 Ocular Therapeutix shares in Q1 2026, an estimated $455K.
Ocular Therapeutix made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4707 holding.
LPL Financial first reported a position in Ocular Therapeutix in Q4 2014 and has held it in 5 quarters since.
269 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2026.

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