Simplicity Wealth’s Ocular Therapeutix OCUL Stock Holding History

Simplicity Wealth’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	–	Sell	-40,332	Closed	-$490K	–	785
2025 Q4	$490K	Hold	40,332	–	–	0.03%	437
2025 Q3	$471K	Hold	40,332	–	–	0.03%	455
2025 Q2	$374K	Buy	40,332 +12,345	+44%	+$96.6K	0.02%	513
2025 Q1	$205K	Sell	27,987 -1,000	-3%	-$7.69K	0.02%	525
2024 Q4	$248K	Hold	28,987	–	–	0.05%	266
2024 Q3	$252K	Hold	28,987	–	–	0.02%	420
2024 Q2	$198K	Hold	28,987	–	–	﹤0.01%	1115
2024 Q1	$264K	Buy	+28,987	New	+$206K	0.01%	965

Other funds holding OCUL

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 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

Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Simplicity Wealth's OCUL Position: Q1 2026 in Review

Simplicity Wealth sold out of Ocular Therapeutix (OCUL) in Q1 2026, closing a stake of 40,332 shares — an estimated $490K sold.

Simplicity Wealth first reported a position in OCUL in Q1 2024 and held it in 8 quarters. The position peaked at $490K in Q4 2025. 271 funds tracked by Wall St. Rank hold OCUL as of Q1 2026.

Simplicity Wealth reported no remaining Ocular Therapeutix position as of Q1 2026 after selling out during the quarter.
Simplicity Wealth sold 40,332 Ocular Therapeutix shares in Q1 2026, an estimated $490K.
Simplicity Wealth first reported a position in Ocular Therapeutix in Q1 2024 and held it in 8 quarters.
Simplicity Wealth's Ocular Therapeutix position peaked at $490K in Q4 2025.
271 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.