Carson Wealth (CWM LLC)
DCGO icon

Carson Wealth (CWM LLC)’s DocGo DCGO Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$28.5K Buy
45,263
+36,327
+407% +$27.3K ﹤0.01% 4201
2025
Q4 		$8K Sell
8,936
-14,452
-62% -$15.4K ﹤0.01% 4627
2025
Q3 		$32K Buy
23,388
+1,410
+6% +$2.13K ﹤0.01% 3835
2025
Q2 		$35K Buy
21,978
+21,168
+2,613% +$39.4K ﹤0.01% 3531
2025
Q1 		$2K Sell
810
-2,124
-72% -$8.52K ﹤0.01% 4740
2024
Q4 		$12K Buy
2,934
+845
+40% +$3.26K ﹤0.01% 3745
2024
Q3 		$7K Sell
2,089
-2,699
-56% -$9.18K ﹤0.01% 3931
2024
Q2 		$15K Buy
4,788
+2,043
+74% +$6.73K ﹤0.01% 3293
2024
Q1 		$11K Buy
2,745
+2,702
+6,284% +$10.2K ﹤0.01% 3271
2023
Q4 		$0 Hold
43
– – ﹤0.01% 4202
2023
Q3 		$0 Buy
+43
New +$349 ﹤0.01% 4237

Other funds holding DCGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 35.16% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DCGO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its DocGo (DCGO) stake by 407% in Q1 2026, buying an estimated $27.3K and bringing the position to 45,263 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4201.

Carson Wealth (CWM LLC) first reported a position in DCGO in Q3 2023 and has held it in 11 quarters since. The position peaked at $35K in Q2 2025. 123 funds tracked by Wall St. Rank hold DCGO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 45,263 shares of DocGo worth $28.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 36,327 DocGo shares in Q1 2026, an estimated $27.3K.
  • DocGo made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4201 holding.
  • Carson Wealth (CWM LLC) first reported a position in DocGo in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s DocGo position peaked at $35K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held DocGo as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.