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Rothschild Investment LLC’s Ocular Therapeutix OCUL Stock Holding History

Rothschild Investment LLC’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
Q1 		$2.71K Buy
320
+66
+26% +$629 ﹤0.01% 2399
2025
Q4 		$3.08K Buy
254
+9
+4% +$109 ﹤0.01% 2145
2025
Q3 		$2.86K Sell
245
-60
-20% -$717 ﹤0.01% 2000
2025
Q2 		$2.83K Buy
305
+10
+3% +$78 ﹤0.01% 1826
2025
Q1 		$2.16K Buy
295
+85
+40% +$653 ﹤0.01% 1849
2024
Q4 		$1.79K Buy
210
+40
+24% +$390 ﹤0.01% 1867
2024
Q3 		$1.48K Buy
170
+100
+143% +$824 ﹤0.01% 1895
2024
Q2 		$479 Buy
70
+55
+367% +$340 ﹤0.01% 2048
2024
Q1 		$137 Buy
+15
New +$106 ﹤0.01% 1984

Other funds holding OCUL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Rothschild Investment LLC's OCUL Position: Q1 2026 in Review

Rothschild Investment LLC increased its Ocular Therapeutix (OCUL) stake by 26% in Q1 2026, buying an estimated $629 and bringing the position to 320 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Rothschild Investment LLC first reported a position in OCUL in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.08K in Q4 2025. 269 funds tracked by Wall St. Rank hold OCUL as of Q1 2026.

  • Rothschild Investment LLC held 320 shares of Ocular Therapeutix worth $2.71K as of Q1 2026.
  • Rothschild Investment LLC bought 66 Ocular Therapeutix shares in Q1 2026, an estimated $629.
  • Ocular Therapeutix made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2399 holding.
  • Rothschild Investment LLC first reported a position in Ocular Therapeutix in Q1 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Ocular Therapeutix position peaked at $3.08K in Q4 2025.
  • 269 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.