BSW Wealth Partners’s DigitalOcean DOCN Stock Holding History

BSW Wealth Partners’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
2026 Q2	$229K	Sell	1,456 -12,500	-90%	-$1.69M	0.03%	299
2026 Q1	$1.2M	Sell	13,956 -1,700	-11%	-$107K	0.15%	86
2025 Q4	$753K	Hold	15,656	–	–	0.09%	130
2025 Q3	$535K	Buy	15,656 +800	+5%	+$25.4K	0.07%	169
2025 Q2	$424K	Sell	14,856 -400	-3%	-$11.7K	0.06%	189
2025 Q1	$509K	Buy	15,256 +700	+5%	+$27.4K	0.08%	149
2024 Q4	$496K	Buy	14,556 +600	+4%	+$23.5K	0.07%	164
2024 Q3	$564K	Sell	13,956 -6,671	-32%	-$238K	0.08%	139
2024 Q2	$717K	Sell	20,627 -8,989	-30%	-$320K	0.12%	102
2024 Q1	$1.13M	Sell	29,616 -5,921	-17%	-$220K	0.19%	68
2023 Q4	$1.3M	Sell	35,537 -1,468	-4%	-$40.6K	0.26%	51
2023 Q3	$889K	Sell	37,005 -36,089	-49%	-$1.28M	0.2%	69
2023 Q2	$2.93M	Buy	73,094 +17,218	+31%	+$635K	0.61%	28
2023 Q1	$2.19M	Hold	55,876	–	–	0.45%	35
2022 Q4	$1.42M	Hold	55,876	–	–	0.31%	48
2022 Q3	$2.02M	Hold	55,876	–	–	0.5%	27
2022 Q2	$2.31M	Buy	+55,876	New	+$2.49M	0.55%	26

Other funds holding DOCN

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BSW Wealth Partners's DOCN Position: Q2 2026 in Review

BSW Wealth Partners reduced its DigitalOcean (DOCN) stake by 90% in Q2 2026, selling an estimated $1.69M and leaving 1,456 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #299.

BSW Wealth Partners first reported a position in DOCN in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.93M in Q2 2023. 127 funds tracked by Wall St. Rank hold DOCN as of Q2 2026.

BSW Wealth Partners held 1,456 shares of DigitalOcean worth $229K as of Q2 2026.
BSW Wealth Partners sold 12,500 DigitalOcean shares in Q2 2026, an estimated $1.69M.
DigitalOcean made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #299 holding.
BSW Wealth Partners first reported a position in DigitalOcean in Q2 2022 and has held it in 17 quarters since.
BSW Wealth Partners's DigitalOcean position peaked at $2.93M in Q2 2023.
127 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.