Steward Partners Investment Advisory’s Ocular Therapeutix OCUL Stock Holding History

Steward Partners Investment Advisory’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	$756K	Buy	89,267 +87,025	+3,882%	+$829K	﹤0.01%	1309
2025 Q4	$27.2K	Buy	2,242 +1,242	+124%	+$15.1K	﹤0.01%	2998
2025 Q3	$11.7K	Sell	1,000 -108	-10%	-$1.29K	﹤0.01%	3334
2025 Q2	$10.3K	Buy	1,108 +108	+11%	+$845	﹤0.01%	3199
2025 Q1	$7.33K	Hold	1,000	–	–	﹤0.01%	3240
2024 Q4	$8.54K	Hold	1,000	–	–	﹤0.01%	3166
2024 Q3	$8.7K	Hold	1,000	–	–	﹤0.01%	2998
2024 Q2	$6.84K	Hold	1,000	–	–	﹤0.01%	2945
2024 Q1	$9.1K	Hold	1,000	–	–	﹤0.01%	2845
2023 Q4	$4.46K	Hold	1,000	–	–	﹤0.01%	3001
2023 Q3	$3.14K	Sell	1,000 -3,586	-78%	-$14.7K	﹤0.01%	2967
2023 Q2	$23.7K	Sell	4,586 -1,414	-24%	-$8.41K	﹤0.01%	2206
2023 Q1	$31.6K	Sell	6,000 -3,225	-35%	-$15.3K	﹤0.01%	2056
2022 Q4	$25.9K	Buy	9,225 +3,500	+61%	+$11.6K	﹤0.01%	2114
2022 Q3	$24K	Buy	5,725 +4,000	+232%	+$20.1K	﹤0.01%	2144
2022 Q2	$7K	Hold	1,725	–	–	﹤0.01%	2646
2022 Q1	$9K	Hold	1,725	–	–	﹤0.01%	2710
2021 Q4	$12K	Hold	1,725	–	–	﹤0.01%	2535
2021 Q3	$17K	Hold	1,725	–	–	﹤0.01%	2396
2021 Q2	$24K	Hold	1,725	–	–	﹤0.01%	4865
2021 Q1	$28.3K	Hold	1,725	–	–	﹤0.01%	2296
2020 Q4	$36K	Buy	1,725 +350	+25%	+$5.2K	﹤0.01%	1825
2020 Q3	$10K	Buy	1,375 +375	+38%	+$3.11K	﹤0.01%	2147
2020 Q2	$8K	Hold	1,000	–	–	﹤0.01%	2130
2020 Q1	$4K	Hold	1,000	–	–	﹤0.01%	2154
2019 Q4	$3K	Hold	1,000	–	–	﹤0.01%	2364
2019 Q3	$3K	Hold	1,000	–	–	﹤0.01%	2364
2019 Q2	$4K	Buy	+1,000	New	+$3.7K	﹤0.01%	2289

Other funds holding OCUL

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 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

Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its Ocular Therapeutix (OCUL) stake by 3,882% in Q1 2026, buying an estimated $829K and bringing the position to 89,267 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Steward Partners Investment Advisory first reported a position in OCUL in Q2 2019 and has held it in 28 quarters since. 269 funds tracked by Wall St. Rank hold OCUL as of Q1 2026.

Steward Partners Investment Advisory held 89,267 shares of Ocular Therapeutix worth $756K as of Q1 2026.
Steward Partners Investment Advisory bought 87,025 Ocular Therapeutix shares in Q1 2026, an estimated $829K.
Ocular Therapeutix made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1309 holding.
Steward Partners Investment Advisory first reported a position in Ocular Therapeutix in Q2 2019 and has held it in 28 quarters since.
269 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2026.

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