Pinnacle Wealth Planning Services
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
Q3 		$7.98K Sell
1,040
-511
-33% -$5K ﹤0.01% 2171
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

Deltec Asset Management
Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Wealth Planning Services's OCUL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Ocular Therapeutix (OCUL) stake by 33% in Q3 2026, selling an estimated $5K and leaving 1,040 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Pinnacle Wealth Planning Services first reported a position in OCUL in Q1 2026 and has held it in 3 quarters since. The position peaked at $15.2K in Q2 2026. 42 funds tracked by Wall St. Rank hold OCUL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,040 shares of Ocular Therapeutix worth $7.98K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 511 Ocular Therapeutix shares in Q3 2026, an estimated $5K.
  • Ocular Therapeutix made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2171 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ocular Therapeutix in Q1 2026 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Ocular Therapeutix position peaked at $15.2K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.