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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

NewEdge Advisors's OCGN Position: Q2 2026 in Review

NewEdge Advisors increased its Ocugen (OCGN) stake by 42% in Q2 2026, buying an estimated $107K and bringing the position to 237,180 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

NewEdge Advisors first reported a position in OCGN in Q3 2023 and has held it in 11 quarters since. 147 funds tracked by Wall St. Rank hold OCGN as of Q2 2026.

  • NewEdge Advisors held 237,180 shares of Ocugen worth $363K as of Q2 2026.
  • NewEdge Advisors bought 70,585 Ocugen shares in Q2 2026, an estimated $107K.
  • Ocugen made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2344 holding.
  • NewEdge Advisors first reported a position in Ocugen in Q3 2023 and has held it in 11 quarters since.
  • 147 funds tracked by Wall St. Rank held Ocugen as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.