CWA
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Carolina Wealth Advisors’s DigitalOcean DOCN Stock Holding History

Carolina Wealth Advisors’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 		– Sell
-50
Closed -$1.67K – 286
2025
Q1 		$1.67K Hold
50
– – ﹤0.01% 238
2024
Q4 		$1.7K Buy
+50
New +$1.96K ﹤0.01% 243

Other funds holding DOCN

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carolina Wealth Advisors's DOCN Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of DigitalOcean (DOCN) in Q2 2025, closing a stake of 50 shares — an estimated $1.67K sold.

Carolina Wealth Advisors first reported a position in DOCN in Q4 2024 and held it in 2 quarters. The position peaked at $1.7K in Q4 2024. 296 funds tracked by Wall St. Rank hold DOCN as of Q2 2025.

  • Carolina Wealth Advisors reported no remaining DigitalOcean position as of Q2 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 50 DigitalOcean shares in Q2 2025, an estimated $1.67K.
  • Carolina Wealth Advisors first reported a position in DigitalOcean in Q4 2024 and held it in 2 quarters.
  • Carolina Wealth Advisors's DigitalOcean position peaked at $1.7K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.