Wealth Enhancement Advisory Services
OCUL icon

Wealth Enhancement Advisory Services’s Ocular Therapeutix OCUL Stock Holding History

Wealth Enhancement Advisory 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 		$318K Buy
31,195
+13,022
+72% +$118K ﹤0.01% 3144
2026
Q1 		$154K Sell
18,173
-13,768
-43% -$131K ﹤0.01% 3221
2025
Q4 		$359K Buy
+31,941
New +$388K ﹤0.01% 2761

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

Wealth Enhancement Advisory Services's OCUL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Ocular Therapeutix (OCUL) stake by 72% in Q2 2026, buying an estimated $118K and bringing the position to 31,195 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #3144.

Wealth Enhancement Advisory Services first reported a position in OCUL in Q4 2025 and has held it in 3 quarters since. The position peaked at $359K in Q4 2025. 261 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 31,195 shares of Ocular Therapeutix worth $318K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 13,022 Ocular Therapeutix shares in Q2 2026, an estimated $118K.
  • Ocular Therapeutix made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3144 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ocular Therapeutix in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Ocular Therapeutix position peaked at $359K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.