IWC
DCGO icon

Integrated Wealth Concepts’s DocGo DCGO Stock Holding History

Integrated Wealth Concepts’s Portfolio DCGO Stock Details DCGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-43,318
Closed -$114K – 1920
2025
Q1 		$114K Sell
43,318
-13,520
-24% -$54.2K ﹤0.01% 1666
2024
Q4 		$241K Buy
56,838
+22,720
+67% +$87.5K ﹤0.01% 1503
2024
Q3 		$113K Sell
34,118
-4,507
-12% -$15.3K ﹤0.01% 1603
2024
Q2 		$119K Sell
38,625
-61
-0.2% -$201 ﹤0.01% 1565
2024
Q1 		$156K Buy
38,686
+61
+0.2% +$230 ﹤0.01% 1552
2023
Q4 		$216K Buy
38,625
+5,743
+17% +$33K ﹤0.01% 1430
2023
Q3 		$175K Buy
32,882
+14,199
+76% +$115K ﹤0.01% 1436
2023
Q2 		$175K Buy
+18,683
New +$164K ﹤0.01% 1445

Other funds holding DCGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts's DCGO Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of DocGo (DCGO) in Q2 2025, closing a stake of 43,318 shares — an estimated $114K sold.

Integrated Wealth Concepts first reported a position in DCGO in Q2 2023 and held it in 8 quarters. The position peaked at $241K in Q4 2024. 121 funds tracked by Wall St. Rank hold DCGO as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining DocGo position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 43,318 DocGo shares in Q2 2025, an estimated $114K.
  • Integrated Wealth Concepts first reported a position in DocGo in Q2 2023 and held it in 8 quarters.
  • Integrated Wealth Concepts's DocGo position peaked at $241K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held DocGo as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.