GoalVest Advisory
DOCN icon

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
Q3 		– Sell
-3
Closed -$471 – 738
2026
Q2 		$471 Buy
+3
New +$406 ﹤0.01% 489

Other funds holding DOCN

Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Sincerus Advisory
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Kessler Investment Group
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
Clay Northam Wealth Management
Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

GoalVest Advisory's DOCN Position: Q3 2026 in Review

GoalVest Advisory sold out of DigitalOcean (DOCN) in Q3 2026, closing a stake of 3 shares — an estimated $471 sold.

GoalVest Advisory first reported a position in DOCN in Q2 2026 and held it in 1 quarter. The position peaked at $471 in Q2 2026. 65 funds tracked by Wall St. Rank hold DOCN as of Q3 2026.

  • GoalVest Advisory reported no remaining DigitalOcean position as of Q3 2026 after selling out during the quarter.
  • GoalVest Advisory sold 3 DigitalOcean shares in Q3 2026, an estimated $471.
  • GoalVest Advisory first reported a position in DigitalOcean in Q2 2026 and held it in 1 quarter.
  • GoalVest Advisory's DigitalOcean position peaked at $471 in Q2 2026.
  • 65 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.