LPL Financial
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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
Q2 		$512K Sell
52,132
-10,667
-17% -$96.7K ﹤0.01% 4992
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial's OCUL Position: Q2 2026 in Review

LPL Financial reduced its Ocular Therapeutix (OCUL) stake by 17% in Q2 2026, selling an estimated $96.7K and leaving 52,132 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #4992.

LPL Financial first reported a position in OCUL in Q4 2014 and has held it in 6 quarters since. The position peaked at $532K in Q1 2026. 262 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • LPL Financial held 52,132 shares of Ocular Therapeutix worth $512K as of Q2 2026.
  • LPL Financial sold 10,667 Ocular Therapeutix shares in Q2 2026, an estimated $96.7K.
  • Ocular Therapeutix made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4992 holding.
  • LPL Financial first reported a position in Ocular Therapeutix in Q4 2014 and has held it in 6 quarters since.
  • LPL Financial's Ocular Therapeutix position peaked at $532K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

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