Iron Horse Wealth Management’s DocGo DCGO Stock Holding History

Iron Horse Wealth Management’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 Q1	–	Sell	-189	Closed	-$801	–	612
2024 Q4	$801	Hold	189	–	–	﹤0.01%	449
2024 Q3	$627	Hold	189	–	–	﹤0.01%	459
2024 Q2	$584	Hold	189	–	–	﹤0.01%	438
2024 Q1	$764	Hold	189	–	–	﹤0.01%	418
2023 Q4	$1.06K	Hold	189	–	–	﹤0.01%	419
2023 Q3	$1.01K	Buy	+189	New	+$1.53K	﹤0.01%	428

Other funds holding DCGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

DMKJ

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Iron Horse Wealth Management's DCGO Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of DocGo (DCGO) in Q1 2025, closing a stake of 189 shares — an estimated $801 sold.

Iron Horse Wealth Management first reported a position in DCGO in Q3 2023 and held it in 6 quarters. The position peaked at $1.06K in Q4 2023. 135 funds tracked by Wall St. Rank hold DCGO as of Q1 2025.

Iron Horse Wealth Management reported no remaining DocGo position as of Q1 2025 after selling out during the quarter.
Iron Horse Wealth Management sold 189 DocGo shares in Q1 2025, an estimated $801.
Iron Horse Wealth Management first reported a position in DocGo in Q3 2023 and held it in 6 quarters.
Iron Horse Wealth Management's DocGo position peaked at $1.06K in Q4 2023.
135 funds tracked by Wall St. Rank held DocGo as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.