Avantax Advisory Services’s DigitalOcean DOCN Stock Holding History

Avantax Advisory Services’s Portfolio DOCN Stock Details DOCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$212K	Buy	+7,419	New	+$217K	﹤0.01%	2161

Other funds holding DOCN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Avantax Advisory Services's DOCN Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in DigitalOcean (DOCN) in Q2 2025: 7,419 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #2161 among its holdings.

296 funds tracked by Wall St. Rank hold DOCN as of Q2 2025.

Avantax Advisory Services held 7,419 shares of DigitalOcean worth $212K as of Q2 2025.
DigitalOcean was a new Avantax Advisory Services position in Q2 2025.
DigitalOcean made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2161 holding.
296 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.