Creative Planning
DCGO icon

Creative Planning’s DocGo DCGO Stock Holding History

Creative Planning’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 		$19.3K Buy
37,447
+26,471
+241% +$15.8K ﹤0.01% 4193
2026
Q1 		$6.91K Buy
+10,976
New +$8.26K ﹤0.01% 4081
2025
Q1 		– Sell
-18,278
Closed -$77.5K – 3523
2024
Q4 		$77.5K Buy
+18,278
New +$70.4K ﹤0.01% 3190

Other funds holding DCGO

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
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Creative Planning's DCGO Position: Q2 2026 in Review

Creative Planning increased its DocGo (DCGO) stake by 241% in Q2 2026, buying an estimated $15.8K and bringing the position to 37,447 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4193.

Creative Planning first reported a position in DCGO in Q4 2024 and has held it in 3 quarters since. The position peaked at $77.5K in Q4 2024. 119 funds tracked by Wall St. Rank hold DCGO as of Q2 2026.

  • Creative Planning held 37,447 shares of DocGo worth $19.3K as of Q2 2026.
  • Creative Planning bought 26,471 DocGo shares in Q2 2026, an estimated $15.8K.
  • DocGo made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4193 holding.
  • Creative Planning first reported a position in DocGo in Q4 2024 and has held it in 3 quarters since.
  • Creative Planning's DocGo position peaked at $77.5K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held DocGo as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.