Essential Partners’s DocGo DCGO Stock Holding History

Essential Partners’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 Q3	$314	Sell	786 -1,615	-67%	-$826	﹤0.01%	2508
2026 Q2	$1.24K	Buy	2,401 +1,307	+119%	+$781	﹤0.01%	2149
2026 Q1	$688	Sell	1,094 -1,101	-50%	-$829	﹤0.01%	2342
2025 Q4	$1.93K	Sell	2,195 -1,519	-41%	-$1.62K	﹤0.01%	1818
2025 Q3	$5.05K	Buy	3,714 +2,755	+287%	+$4.17K	﹤0.01%	1425
2025 Q2	$1.51K	Buy	+959	New	+$1.79K	﹤0.01%	1399

Other funds holding DCGO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's DCGO Position: Q3 2026 in Review

Essential Partners reduced its DocGo (DCGO) stake by 67% in Q3 2026, selling an estimated $826 and leaving 786 shares worth $314. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Essential Partners first reported a position in DCGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.05K in Q3 2025. 5 funds tracked by Wall St. Rank hold DCGO as of Q3 2026.

Essential Partners held 786 shares of DocGo worth $314 as of Q3 2026.
Essential Partners sold 1,615 DocGo shares in Q3 2026, an estimated $826.
DocGo made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2508 holding.
Essential Partners first reported a position in DocGo in Q2 2025 and has held it in 6 quarters since.
Essential Partners's DocGo position peaked at $5.05K in Q3 2025.
5 funds tracked by Wall St. Rank held DocGo as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.