PWPS
OCUL icon

Pinnacle Wealth Planning Services’s Ocular Therapeutix OCUL Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$15.2K Buy
1,551
+20
+1% +$181 ﹤0.01% 1898
2026
Q1 		$13K Buy
+1,531
New +$14.6K ﹤0.01% 1901

Other funds holding OCUL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's OCUL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Ocular Therapeutix (OCUL) stake by 1.3% in Q2 2026, buying an estimated $181 and bringing the position to 1,551 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Pinnacle Wealth Planning Services first reported a position in OCUL in Q1 2026 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,551 shares of Ocular Therapeutix worth $15.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 20 Ocular Therapeutix shares in Q2 2026, an estimated $181.
  • Ocular Therapeutix made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1898 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ocular Therapeutix in Q1 2026 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.