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Root Financial Partners’s Ocugen OCGN Stock Holding History

Root Financial Partners’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 		– Sell
-250
Closed -$453 – 2272
2026
Q1 		$453 Hold
250
– – ﹤0.01% 2899
2025
Q4 		$338 Buy
+250
New +$356 ﹤0.01% 2251

Other funds holding OCGN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
BIM
Baldwin Investment Management West Conshohocken, Pennsylvania $1.03B AUM 22.29% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Root Financial Partners's OCGN Position: Q2 2026 in Review

Root Financial Partners sold out of Ocugen (OCGN) in Q2 2026, closing a stake of 250 shares — an estimated $453 sold.

Root Financial Partners first reported a position in OCGN in Q4 2025 and held it in 2 quarters. The position peaked at $453 in Q1 2026. 30 funds tracked by Wall St. Rank hold OCGN as of Q2 2026.

  • Root Financial Partners reported no remaining Ocugen position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 250 Ocugen shares in Q2 2026, an estimated $453.
  • Root Financial Partners first reported a position in Ocugen in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Ocugen position peaked at $453 in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Ocugen as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.