Waverly Advisors’s Ocular Therapeutix OCUL Stock Holding History

Waverly Advisors’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
2025 Q2	–	Sell	-47,691	Closed	-$350K	–	1209
2025 Q1	$350K	Buy	+47,691	New	+$367K	﹤0.01%	879

Other funds holding OCUL

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

Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Waverly Advisors's OCUL Position: Q2 2025 in Review

Waverly Advisors sold out of Ocular Therapeutix (OCUL) in Q2 2025, closing a stake of 47,691 shares — an estimated $350K sold.

Waverly Advisors first reported a position in OCUL in Q1 2025 and held it in 1 quarter. The position peaked at $350K in Q1 2025. 186 funds tracked by Wall St. Rank hold OCUL as of Q2 2025.

Waverly Advisors reported no remaining Ocular Therapeutix position as of Q2 2025 after selling out during the quarter.
Waverly Advisors sold 47,691 Ocular Therapeutix shares in Q2 2025, an estimated $350K.
Waverly Advisors first reported a position in Ocular Therapeutix in Q1 2025 and held it in 1 quarter.
Waverly Advisors's Ocular Therapeutix position peaked at $350K in Q1 2025.
186 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2025.

Based on Waverly Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.