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Summit Securities Group’s Ocular Therapeutix OCUL Stock Holding History

Summit Securities Group’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 		$12.8K Sell
1,305
-223
-15% -$2.02K ﹤0.01% 802
2026
Q1 		$12.9K Sell
1,528
-421
-22% -$4.01K ﹤0.01% 616
2025
Q4 		$23.7K Sell
1,949
-379
-16% -$4.6K ﹤0.01% 774
2025
Q3 		$27.2K Sell
2,328
-6,203
-73% -$74.2K 0.01% 713
2025
Q2 		$79.2K Buy
+8,531
New +$66.8K 0.02% 409
2025
Q1 		– Sell
-1,311
Closed -$11.2K – 1008
2024
Q4 		$11.2K Buy
+1,311
New +$12.8K ﹤0.01% 436

Other funds holding OCUL

Fidelity Investments
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
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
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
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Securities Group's OCUL Position: Q2 2026 in Review

Summit Securities Group reduced its Ocular Therapeutix (OCUL) stake by 15% in Q2 2026, selling an estimated $2.02K and leaving 1,305 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Summit Securities Group first reported a position in OCUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $79.2K in Q2 2025. 263 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Summit Securities Group held 1,305 shares of Ocular Therapeutix worth $12.8K as of Q2 2026.
  • Summit Securities Group sold 223 Ocular Therapeutix shares in Q2 2026, an estimated $2.02K.
  • Ocular Therapeutix made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #802 holding.
  • Summit Securities Group first reported a position in Ocular Therapeutix in Q4 2024 and has held it in 6 quarters since.
  • Summit Securities Group's Ocular Therapeutix position peaked at $79.2K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.