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TFC Financial Management’s Ocular Therapeutix OCUL Stock Holding History

TFC Financial Management’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 		$13.3K Hold
1,352
– – ﹤0.01% 407
2026
Q1 		$11.5K Buy
1,352
+260
+24% +$2.48K ﹤0.01% 396
2025
Q4 		$13.3K Buy
1,092
+376
+53% +$4.57K ﹤0.01% 379
2025
Q3 		$8.37K Hold
716
– – ﹤0.01% 419
2025
Q2 		$6.64K Buy
716
+416
+139% +$3.26K ﹤0.01% 403
2025
Q1 		$2.2K Hold
300
– – ﹤0.01% 484
2024
Q4 		$2.56K Hold
300
– – ﹤0.01% 477
2024
Q3 		$2.61K Hold
300
– – ﹤0.01% 478
2024
Q2 		$2.05K Buy
+300
New +$1.85K ﹤0.01% 478

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

TFC Financial Management's OCUL Position: Q2 2026 in Review

TFC Financial Management held its Ocular Therapeutix (OCUL) position steady in Q2 2026 at 1,352 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

TFC Financial Management first reported a position in OCUL in Q2 2024 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • TFC Financial Management held 1,352 shares of Ocular Therapeutix worth $13.3K as of Q2 2026.
  • TFC Financial Management left its Ocular Therapeutix share count unchanged in Q2 2026.
  • Ocular Therapeutix made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #407 holding.
  • TFC Financial Management first reported a position in Ocular Therapeutix in Q2 2024 and has held it in 9 quarters since.
  • 263 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.