NewEdge Advisors’s Ocular Therapeutix OCUL Stock Holding History

NewEdge Advisors’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 Q1	$116K	Buy	13,746 +12,746	+1,275%	+$121K	﹤0.01%	2714
2025 Q4	$12.1K	Hold	1,000	–	–	﹤0.01%	3410
2025 Q3	$11.7K	Sell	1,000 -480	-32%	-$5.74K	﹤0.01%	3291
2025 Q2	$13.7K	Hold	1,480	–	–	﹤0.01%	3087
2025 Q1	$10.8K	Hold	1,480	–	–	﹤0.01%	3070
2024 Q4	$12.6K	Hold	1,480	–	–	﹤0.01%	2963
2024 Q3	$12.9K	Hold	1,480	–	–	﹤0.01%	2865
2024 Q2	$10.1K	Hold	1,480	–	–	﹤0.01%	2856
2024 Q1	$13.5K	Hold	1,480	–	–	﹤0.01%	2769
2023 Q4	$6.6K	Hold	1,480	–	–	﹤0.01%	3020
2023 Q3	$4.65K	Sell	1,480 -11,000	-88%	-$45K	﹤0.01%	2836
2023 Q2	$64.4K	Buy	12,480 +11,000	+743%	+$65.4K	﹤0.01%	2005
2023 Q1	$7.8K	Sell	1,480 -9,000	-86%	-$42.7K	﹤0.01%	2645
2022 Q4	$29	Hold	10,480	–	–	﹤0.01%	3552
2022 Q3	$43K	Sell	10,480 -1,000	-9%	-$5.04K	﹤0.01%	1493
2022 Q2	$46K	Hold	11,480	–	–	﹤0.01%	1510
2022 Q1	$57K	Sell	11,480 -2,000	-15%	-$11.1K	﹤0.01%	1110
2021 Q4	$94K	Hold	13,480	–	–	﹤0.01%	1593
2021 Q3	$135K	Sell	13,480 -300	-2%	-$3.37K	﹤0.01%	1081
2021 Q2	$195K	Hold	13,780	–	–	0.01%	1054
2021 Q1	$226K	Sell	13,780 -5,373	-28%	-$103K	0.01%	912
2020 Q4	$396K	Sell	19,153 -2,827	-13%	-$42K	0.01%	688
2020 Q3	$167K	Sell	21,980 -2,000	-8%	-$16.6K	0.01%	849
2020 Q2	$200K	Sell	23,980 -500	-2%	-$3.31K	0.01%	775
2020 Q1	$121K	Sell	24,480 -1,500	-6%	-$7.41K	0.01%	736
2019 Q4	$102K	Buy	+25,980	New	+$90.3K	﹤0.01%	784
2019 Q3	–	Sell	-28,250	Closed	-$124K	–	838
2019 Q2	$124K	Sell	28,250 -8,000	-22%	-$29.6K	0.01%	630
2019 Q1	$144K	Hold	36,250	–	–	0.01%	639
2018 Q4	$144	Sell	36,250 -5,000	-12%	-$27.6K	0.01%	597
2018 Q3	$284K	Hold	41,250	–	–	0.02%	510
2018 Q2	$271	Hold	41,250	–	–	0.02%	436
2018 Q1	$266K	Hold	41,250	–	–	0.03%	379
2017 Q4	$200K	Sell	41,250 -3,000	-7%	-$15.3K	0.03%	390
2017 Q3	$268K	Sell	44,250 -3,000	-6%	-$19.3K	0.04%	299
2017 Q2	$307K	Hold	47,250	–	–	0.05%	254
2017 Q1	$381K	Buy	+47,250	New	+$394K	0.09%	178

Other funds holding OCUL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

NewEdge Advisors's OCUL Position: Q1 2026 in Review

NewEdge Advisors increased its Ocular Therapeutix (OCUL) stake by 1,275% in Q1 2026, buying an estimated $121K and bringing the position to 13,746 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

NewEdge Advisors first reported a position in OCUL in Q1 2017 and has held it in 36 quarters since. The position peaked at $396K in Q4 2020. 269 funds tracked by Wall St. Rank hold OCUL as of Q1 2026.

NewEdge Advisors held 13,746 shares of Ocular Therapeutix worth $116K as of Q1 2026.
NewEdge Advisors bought 12,746 Ocular Therapeutix shares in Q1 2026, an estimated $121K.
Ocular Therapeutix made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2714 holding.
NewEdge Advisors first reported a position in Ocular Therapeutix in Q1 2017 and has held it in 36 quarters since.
NewEdge Advisors's Ocular Therapeutix position peaked at $396K in Q4 2020.
269 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2026.

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