Steward Partners Investment Advisory’s Ocugen OCGN Stock Holding History

Steward Partners Investment Advisory’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 Q1	$733	Hold	405	–	–	﹤0.01%	4232
2025 Q4	$547	Hold	405	–	–	﹤0.01%	4145
2025 Q3	$660	Hold	405	–	–	﹤0.01%	4093
2025 Q2	$393	Hold	405	–	–	﹤0.01%	3981
2025 Q1	$286	Hold	405	–	–	﹤0.01%	3898
2024 Q4	$326	Hold	405	–	–	﹤0.01%	3883
2024 Q3	$402	Hold	405	–	–	﹤0.01%	3620
2024 Q2	$628	Hold	405	–	–	﹤0.01%	3450
2024 Q1	$664	Hold	405	–	–	﹤0.01%	3406
2023 Q4	$233	Hold	405	–	–	﹤0.01%	3404
2023 Q3	$162	Hold	405	–	–	﹤0.01%	3306
2023 Q2	$220	Hold	405	–	–	﹤0.01%	3231
2023 Q1	$346	Hold	405	–	–	﹤0.01%	3196
2022 Q4	$527	Hold	405	–	–	﹤0.01%	3188
2022 Q3	$1K	Hold	405	–	–	﹤0.01%	3147
2022 Q2	$1K	Hold	405	–	–	﹤0.01%	3142
2022 Q1	$1K	Buy	+405	New	+$1.42K	﹤0.01%	3203
2021 Q4	–	Sell	-15	Closed	–	–	3276
2021 Q3	$0	Hold	15	–	–	﹤0.01%	3275
2021 Q2	$0	Sell	15 -610	-98%	-$5.15K	﹤0.01%	7308
2021 Q1	$4.24K	Buy	+625	New	+$4.16K	﹤0.01%	3049

Other funds holding OCGN

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Steward Partners Investment Advisory's OCGN Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Ocugen (OCGN) position steady in Q1 2026 at 405 shares worth $733. The position accounts for ﹤0.01% of the portfolio, ranked #4232.

Steward Partners Investment Advisory first reported a position in OCGN in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.24K in Q1 2021. 137 funds tracked by Wall St. Rank hold OCGN as of Q1 2026.

Steward Partners Investment Advisory held 405 shares of Ocugen worth $733 as of Q1 2026.
Steward Partners Investment Advisory left its Ocugen share count unchanged in Q1 2026.
Ocugen made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4232 holding.
Steward Partners Investment Advisory first reported a position in Ocugen in Q1 2021 and has held it in 20 quarters since.
Steward Partners Investment Advisory's Ocugen position peaked at $4.24K in Q1 2021.
137 funds tracked by Wall St. Rank held Ocugen as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.