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NewEdge Advisors’s Ocugen OCGN Stock Holding History

NewEdge Advisors’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 		$302K Buy
166,595
+31,135
+23% +$53.8K ﹤0.01% 2336
2025
Q4 		$183K Buy
135,460
+55,305
+69% +$78.7K ﹤0.01% 2605
2025
Q3 		$131K Buy
80,155
+43,341
+118% +$48K ﹤0.01% 2512
2025
Q2 		$35.7K Buy
36,814
+24,460
+198% +$20.3K ﹤0.01% 2765
2025
Q1 		$8.73K Buy
12,354
+12,350
+308,750% +$8.54K ﹤0.01% 3148
2024
Q4 		$3 Buy
+4
New +$4 ﹤0.01% 3889
2024
Q3 		– Sell
-317
Closed -$491 – 3906
2024
Q2 		$491 Hold
317
– – ﹤0.01% 3570
2024
Q1 		$520 Hold
317
– – ﹤0.01% 3581
2023
Q4 		$182 Hold
317
– – ﹤0.01% 3611
2023
Q3 		$127 Buy
+317
New +$157 ﹤0.01% 3353

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

NewEdge Advisors's OCGN Position: Q1 2026 in Review

NewEdge Advisors increased its Ocugen (OCGN) stake by 23% in Q1 2026, buying an estimated $53.8K and bringing the position to 166,595 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

NewEdge Advisors first reported a position in OCGN in Q3 2023 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold OCGN as of Q1 2026.

  • NewEdge Advisors held 166,595 shares of Ocugen worth $302K as of Q1 2026.
  • NewEdge Advisors bought 31,135 Ocugen shares in Q1 2026, an estimated $53.8K.
  • Ocugen made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2336 holding.
  • NewEdge Advisors first reported a position in Ocugen in Q3 2023 and has held it in 10 quarters since.
  • 137 funds tracked by Wall St. Rank held Ocugen as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.