Institute for Wealth Management’s DigitalOcean DOCN Stock Holding History

Institute for 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 Q2	$1.7K	Buy	+11	New	+$1.49K	﹤0.01%	1610

Other funds holding DOCN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's DOCN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in DigitalOcean (DOCN) in Q2 2026: 11 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #1610 among its holdings.

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

Institute for Wealth Management held 11 shares of DigitalOcean worth $1.7K as of Q2 2026.
DigitalOcean was a new Institute for Wealth Management position in Q2 2026.
DigitalOcean made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1610 holding.
274 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.