N.E.W. Advisory Services’s Ocugen OCGN Stock Holding History

N.E.W. Advisory Services’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	–	Sell	-698	Closed	-$942	–	940
2025 Q4	$942	Buy	+698	New	+$994	﹤0.01%	858

Other funds holding OCGN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

N.E.W. Advisory Services's OCGN Position: Q1 2026 in Review

N.E.W. Advisory Services sold out of Ocugen (OCGN) in Q1 2026, closing a stake of 698 shares — an estimated $942 sold.

N.E.W. Advisory Services first reported a position in OCGN in Q4 2025 and held it in 1 quarter. The position peaked at $942 in Q4 2025. 137 funds tracked by Wall St. Rank hold OCGN as of Q1 2026.

N.E.W. Advisory Services reported no remaining Ocugen position as of Q1 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 698 Ocugen shares in Q1 2026, an estimated $942.
N.E.W. Advisory Services first reported a position in Ocugen in Q4 2025 and held it in 1 quarter.
N.E.W. Advisory Services's Ocugen position peaked at $942 in Q4 2025.
137 funds tracked by Wall St. Rank held Ocugen as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.