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Sunrise Financial Services’s Ocular Therapeutix OCUL Stock Holding History

Sunrise Financial Services’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 		– Sell
-36
Closed -$305 – 628
2026
Q1 		$305 Buy
+36
New +$343 ﹤0.01% 578

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Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
SR
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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

Sunrise Financial Services's OCUL Position: Q2 2026 in Review

Sunrise Financial Services sold out of Ocular Therapeutix (OCUL) in Q2 2026, closing a stake of 36 shares — an estimated $305 sold.

Sunrise Financial Services first reported a position in OCUL in Q1 2026 and held it in 1 quarter. The position peaked at $305 in Q1 2026. 261 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Sunrise Financial Services reported no remaining Ocular Therapeutix position as of Q2 2026 after selling out during the quarter.
  • Sunrise Financial Services sold 36 Ocular Therapeutix shares in Q2 2026, an estimated $305.
  • Sunrise Financial Services first reported a position in Ocular Therapeutix in Q1 2026 and held it in 1 quarter.
  • Sunrise Financial Services's Ocular Therapeutix position peaked at $305 in Q1 2026.
  • 261 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.