NewEdge Advisors
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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
Q3 		$257K Buy
249,243
+12,063
+5% +$15.4K ﹤0.01% 2645
2026
Q2 		$363K Buy
237,180
+70,585
+42% +$107K ﹤0.01% 2344
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

NewEdge Advisors's OCGN Position: Q3 2026 in Review

NewEdge Advisors increased its Ocugen (OCGN) stake by 5.1% in Q3 2026, buying an estimated $15.4K and bringing the position to 249,243 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

NewEdge Advisors first reported a position in OCGN in Q3 2023 and has held it in 12 quarters since. The position peaked at $363K in Q2 2026. 107 funds tracked by Wall St. Rank hold OCGN as of Q3 2026.

  • NewEdge Advisors held 249,243 shares of Ocugen worth $257K as of Q3 2026.
  • NewEdge Advisors bought 12,063 Ocugen shares in Q3 2026, an estimated $15.4K.
  • Ocugen made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2645 holding.
  • NewEdge Advisors first reported a position in Ocugen in Q3 2023 and has held it in 12 quarters since.
  • NewEdge Advisors's Ocugen position peaked at $363K in Q2 2026.
  • 107 funds tracked by Wall St. Rank held Ocugen as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.