Carson Wealth (CWM LLC)
DOCN icon

Carson Wealth (CWM LLC)’s DigitalOcean DOCN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.69M Sell
19,715
-1,256
-6% -$79.2K ﹤0.01% 1274
2025
Q4 		$1.01M Buy
20,971
+270
+1% +$11.9K ﹤0.01% 1493
2025
Q3 		$707K Buy
20,701
+2,429
+13% +$77K ﹤0.01% 1599
2025
Q2 		$522K Buy
18,272
+470
+3% +$13.7K ﹤0.01% 1568
2025
Q1 		$594K Buy
17,802
+799
+5% +$31.2K ﹤0.01% 1387
2024
Q4 		$579K Buy
17,003
+408
+2% +$16K ﹤0.01% 1321
2024
Q3 		$670K Sell
16,595
-2,261
-12% -$80.6K ﹤0.01% 1202
2024
Q2 		$655K Buy
18,856
+754
+4% +$26.8K ﹤0.01% 1092
2024
Q1 		$691K Buy
18,102
+488
+3% +$18.1K ﹤0.01% 1005
2023
Q4 		$646K Buy
17,614
+2,661
+18% +$73.6K ﹤0.01% 964
2023
Q3 		$359K Buy
14,953
+4,053
+37% +$144K ﹤0.01% 1095
2023
Q2 		$438K Buy
10,900
+896
+9% +$33K ﹤0.01% 979
2023
Q1 		$392K Buy
10,004
+2,277
+29% +$71.7K ﹤0.01% 965
2022
Q4 		$197K Buy
7,727
+2,520
+48% +$78.9K ﹤0.01% 1106
2022
Q3 		$188K Buy
5,207
+2,423
+87% +$102K ﹤0.01% 1081
2022
Q2 		$115K Buy
2,784
+1,427
+105% +$63.7K ﹤0.01% 1260
2022
Q1 		$79K Buy
1,357
+1,040
+328% +$60.7K ﹤0.01% 1420
2021
Q4 		$25K Buy
+317
New +$29.7K ﹤0.01% 1865

Other funds holding DOCN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its DigitalOcean (DOCN) stake by 6% in Q1 2026, selling an estimated $79.2K and leaving 19,715 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Carson Wealth (CWM LLC) first reported a position in DOCN in Q4 2021 and has held it in 18 quarters since. 448 funds tracked by Wall St. Rank hold DOCN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,715 shares of DigitalOcean worth $1.69M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,256 DigitalOcean shares in Q1 2026, an estimated $79.2K.
  • DigitalOcean made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1274 holding.
  • Carson Wealth (CWM LLC) first reported a position in DigitalOcean in Q4 2021 and has held it in 18 quarters since.
  • 448 funds tracked by Wall St. Rank held DigitalOcean as of Q1 2026.

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