FWM
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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return