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Clearstead Advisors’s DocGo DCGO Stock Holding History

Clearstead Advisors’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
Q2 		$46 Buy
+86
New +$51 ﹤0.01% 3490
2025
Q4 		– Sell
-24
Closed -$33 – 2876
2025
Q3 		$33 Buy
+24
New +$36 ﹤0.01% 2999

Other funds holding DCGO

PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clearstead Advisors's DCGO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in DocGo (DCGO) in Q2 2026: 86 shares worth $46. The stake represents ﹤0.01% of the portfolio and ranks #3490 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DCGO as recently as Q3 2025.

Clearstead Advisors first reported a position in DCGO in Q3 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold DCGO as of Q2 2026.

  • Clearstead Advisors held 86 shares of DocGo worth $46 as of Q2 2026.
  • DocGo was a new Clearstead Advisors position in Q2 2026.
  • DocGo made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3490 holding.
  • Clearstead Advisors first reported a position in DocGo in Q3 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held DocGo as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.