Root Financial Partners
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Root Financial Partners’s Ocular Therapeutix OCUL Stock Holding History

Root Financial Partners’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 		$66.1K Buy
+8,620
New +$84.4K ﹤0.01% 940

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Vanguard Capital Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Deltec Asset Management
Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's OCUL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ocular Therapeutix (OCUL) in Q3 2026: 8,620 shares worth $66.1K. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings.

184 funds tracked by Wall St. Rank hold OCUL as of Q3 2026.

  • Root Financial Partners held 8,620 shares of Ocular Therapeutix worth $66.1K as of Q3 2026.
  • Ocular Therapeutix was a new Root Financial Partners position in Q3 2026.
  • Ocular Therapeutix made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #940 holding.
  • 184 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.