Envestnet Asset Management
DCGO icon

Envestnet Asset Management’s DocGo DCGO Stock Holding History

Envestnet Asset Management’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
2025
Q2 		– Sell
-12,610
Closed -$33.3K – 4459
2025
Q1 		$33.3K Buy
+12,610
New +$50.6K ﹤0.01% 4316
2024
Q1 		– Sell
-96,608
Closed -$540K – 4204
2023
Q4 		$540K Sell
96,608
-7,285
-7% -$41.8K ﹤0.01% 3288
2023
Q3 		$554K Sell
103,893
-8,762
-8% -$71.1K ﹤0.01% 3196
2023
Q2 		$1.06M Buy
112,655
+27,864
+33% +$245K ﹤0.01% 2714
2023
Q1 		$733K Buy
+84,791
New +$748K ﹤0.01% 2892

Other funds holding DCGO

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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management's DCGO Position: Q2 2025 in Review

Envestnet Asset Management sold out of DocGo (DCGO) in Q2 2025, closing a stake of 12,610 shares — an estimated $33.3K sold.

Envestnet Asset Management first reported a position in DCGO in Q1 2023 and held it in 5 quarters. The position peaked at $1.06M in Q2 2023. 121 funds tracked by Wall St. Rank hold DCGO as of Q2 2025.

  • Envestnet Asset Management reported no remaining DocGo position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 12,610 DocGo shares in Q2 2025, an estimated $33.3K.
  • Envestnet Asset Management first reported a position in DocGo in Q1 2023 and held it in 5 quarters.
  • Envestnet Asset Management's DocGo position peaked at $1.06M in Q2 2023.
  • 121 funds tracked by Wall St. Rank held DocGo as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.