Steward Partners Investment Advisory
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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
Q2 		$1.62M Buy
165,142
+75,875
+85% +$688K 0.01% 1034
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deep Track Capital
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Avoro Capital Advisors
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Logos Global Management
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Steward Partners Investment Advisory's OCUL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Ocular Therapeutix (OCUL) stake by 85% in Q2 2026, buying an estimated $688K and bringing the position to 165,142 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #1034.

Steward Partners Investment Advisory first reported a position in OCUL in Q2 2019 and has held it in 29 quarters since. 262 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Steward Partners Investment Advisory held 165,142 shares of Ocular Therapeutix worth $1.62M as of Q2 2026.
  • Steward Partners Investment Advisory bought 75,875 Ocular Therapeutix shares in Q2 2026, an estimated $688K.
  • Ocular Therapeutix made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1034 holding.
  • Steward Partners Investment Advisory first reported a position in Ocular Therapeutix in Q2 2019 and has held it in 29 quarters since.
  • 262 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.