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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
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 $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BlackRock
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
SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Summit Securities Group's OCUL Position: Q1 2026 in Review

Summit Securities Group reduced its Ocular Therapeutix (OCUL) stake by 22% in Q1 2026, selling an estimated $4.01K and leaving 1,528 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Summit Securities Group first reported a position in OCUL in Q4 2024 and has held it in 5 quarters since. The position peaked at $79.2K in Q2 2025. 269 funds tracked by Wall St. Rank hold OCUL as of Q1 2026.

  • Summit Securities Group held 1,528 shares of Ocular Therapeutix worth $12.9K as of Q1 2026.
  • Summit Securities Group sold 421 Ocular Therapeutix shares in Q1 2026, an estimated $4.01K.
  • Ocular Therapeutix made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #616 holding.
  • Summit Securities Group first reported a position in Ocular Therapeutix in Q4 2024 and has held it in 5 quarters since.
  • Summit Securities Group's Ocular Therapeutix position peaked at $79.2K in Q2 2025.
  • 269 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.