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Black Diamond Financial’s DocGo DCGO Stock Holding History

Black Diamond Financial’s Portfolio DCGO Stock Details DCGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-38,592
Closed -$102K – 147
2025
Q1 		$102K Hold
38,592
– – 0.02% 144
2024
Q4 		$164K Hold
38,592
– – 0.02% 143
2024
Q3 		$128K Hold
38,592
– – 0.02% 142
2024
Q2 		$119K Hold
38,592
– – 0.02% 135
2024
Q1 		$216K Hold
38,592
– – 0.06% 106
2023
Q4 		$216K Hold
38,592
– – 0.06% 106
2023
Q3 		$206K Hold
38,592
– – 0.06% 103
2023
Q2 		$362K Hold
38,592
– – 0.11% 78
2023
Q1 		$334K Hold
38,592
– – 0.11% 80
2022
Q4 		$273K Hold
38,592
– – 0.1% 89
2022
Q3 		$383K Buy
38,592
+1,923
+5% +$17.4K 0.15% 66
2022
Q2 		$262K Buy
+36,669
New +$267K 0.1% 94

Other funds holding DCGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Black Diamond Financial's DCGO Position: Q2 2025 in Review

Black Diamond Financial sold out of DocGo (DCGO) in Q2 2025, closing a stake of 38,592 shares — an estimated $102K sold.

Black Diamond Financial first reported a position in DCGO in Q2 2022 and held it in 12 quarters. The position peaked at $383K in Q3 2022. 121 funds tracked by Wall St. Rank hold DCGO as of Q2 2025.

  • Black Diamond Financial reported no remaining DocGo position as of Q2 2025 after selling out during the quarter.
  • Black Diamond Financial sold 38,592 DocGo shares in Q2 2025, an estimated $102K.
  • Black Diamond Financial first reported a position in DocGo in Q2 2022 and held it in 12 quarters.
  • Black Diamond Financial's DocGo position peaked at $383K in Q3 2022.
  • 121 funds tracked by Wall St. Rank held DocGo as of Q2 2025.

Based on Black Diamond Financial's 13F filing for Q2 2025, filed 30 Jul 2025.