GoalVest Advisory’s DigitalOcean DOCN Stock Holding History

GoalVest Advisory’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 Q2	$471	Buy	+3	New	+$406	﹤0.01%	489

Other funds holding DOCN

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

GoalVest Advisory's DOCN Position: Q2 2026 in Review

GoalVest Advisory opened a new position in DigitalOcean (DOCN) in Q2 2026: 3 shares worth $471. The stake represents ﹤0.01% of the portfolio and ranks #489 among its holdings.

54 funds tracked by Wall St. Rank hold DOCN as of Q2 2026.

GoalVest Advisory held 3 shares of DigitalOcean worth $471 as of Q2 2026.
DigitalOcean was a new GoalVest Advisory position in Q2 2026.
DigitalOcean made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #489 holding.
54 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.