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Principia Wealth Advisory’s Ocular Therapeutix OCUL Stock Holding History

Principia Wealth Advisory’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 		$4.33M Buy
440,618
+31,918
+8% +$289K 2.15% 13
2026
Q1 		$3.45M Buy
+408,700
New +$3.9M 1.96% 14

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

Principia Wealth Advisory's OCUL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Ocular Therapeutix (OCUL) stake by 7.8% in Q2 2026, buying an estimated $289K and bringing the position to 440,618 shares worth $4.33M. The position accounts for 2.15% of the portfolio, ranked #13.

Principia Wealth Advisory first reported a position in OCUL in Q1 2026 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Principia Wealth Advisory held 440,618 shares of Ocular Therapeutix worth $4.33M as of Q2 2026.
  • Principia Wealth Advisory bought 31,918 Ocular Therapeutix shares in Q2 2026, an estimated $289K.
  • Ocular Therapeutix made up 2.15% of Principia Wealth Advisory's portfolio in Q2 2026, its #13 holding.
  • Principia Wealth Advisory first reported a position in Ocular Therapeutix in Q1 2026 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.