Focused Wealth Management
DOCN icon

Focused Wealth Management’s DigitalOcean DOCN Stock Holding History

Focused Wealth Management’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
Q3 		$221K Buy
1,656
+213
+15% +$26.8K 0.02% 210
2026
Q2 		$227K Buy
+1,443
New +$195K 0.02% 219
2025
Q2 		– Sell
-8,236
Closed -$275K – 220
2025
Q1 		$275K Sell
8,236
-170
-2% -$6.64K 0.04% 130
2024
Q4 		$286K Sell
8,406
-117
-1% -$4.59K 0.04% 117
2024
Q3 		$344K Sell
8,523
-330
-4% -$11.8K 0.04% 139
2024
Q2 		$308K Sell
8,853
-185
-2% -$6.58K 0.04% 139
2024
Q1 		$345K Hold
9,038
– – 0.05% 108
2023
Q4 		$332K Sell
9,038
-275
-3% -$7.61K 0.05% 96
2023
Q3 		$224K Sell
9,313
-175
-2% -$6.2K 0.04% 127
2023
Q2 		$381K Sell
9,488
-475
-5% -$17.5K 0.07% 90
2023
Q1 		$390K Buy
9,963
+175
+2% +$5.51K 0.08% 87
2022
Q4 		$249K Buy
9,788
+665
+7% +$20.8K 0.05% 117
2022
Q3 		$330K Sell
9,123
-400
-4% -$16.8K 0.07% 97
2022
Q2 		$394K Buy
9,523
+1,195
+14% +$53.3K 0.07% 96
2022
Q1 		$482K Buy
8,328
+665
+9% +$38.8K 0.08% 93
2021
Q4 		$616K Buy
7,663
+263
+4% +$24.6K 0.1% 82
2021
Q3 		$574K Buy
7,400
+5,735
+344% +$354K 0.09% 87
2021
Q2 		$93K Buy
+1,665
New +$71.9K 0.02% 300

Other funds holding DOCN

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Focused Wealth Management's DOCN Position: Q3 2026 in Review

Focused Wealth Management increased its DigitalOcean (DOCN) stake by 15% in Q3 2026, buying an estimated $26.8K and bringing the position to 1,656 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #210.

Focused Wealth Management first reported a position in DOCN in Q2 2021 and has held it in 18 quarters since. The position peaked at $616K in Q4 2021. 364 funds tracked by Wall St. Rank hold DOCN as of Q3 2026.

  • Focused Wealth Management held 1,656 shares of DigitalOcean worth $221K as of Q3 2026.
  • Focused Wealth Management bought 213 DigitalOcean shares in Q3 2026, an estimated $26.8K.
  • DigitalOcean made up 0.02% of Focused Wealth Management's portfolio in Q3 2026, its #210 holding.
  • Focused Wealth Management first reported a position in DigitalOcean in Q2 2021 and has held it in 18 quarters since.
  • Focused Wealth Management's DigitalOcean position peaked at $616K in Q4 2021.
  • 364 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.