IP
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Isthmus Partners’s DocGo DCGO Stock Holding History

Isthmus Partners’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
2026
Q2 		$615K Buy
1,191,977
+178,921
+18% +$107K 0.06% 143
2026
Q1 		$637K Buy
1,013,056
+124,211
+14% +$93.5K 0.07% 138
2025
Q4 		$780K Buy
888,845
+107,592
+14% +$115K 0.09% 128
2025
Q3 		$1.06K Buy
781,253
+99,069
+15% +$150K ﹤0.01% 170
2025
Q2 		$1.07M Buy
682,184
+43,784
+7% +$81.6K 0.13% 111
2025
Q1 		$1.69M Buy
638,400
+14,472
+2% +$58.1K 0.21% 96
2024
Q4 		$2.65M Sell
623,928
-14,100
-2% -$54.3K 0.32% 82
2024
Q3 		$2.12M Sell
638,028
-161,268
-20% -$548K 0.25% 93
2024
Q2 		$2.47M Buy
799,296
+195,428
+32% +$643K 0.29% 98
2024
Q1 		$2.44M Buy
603,868
+377,462
+167% +$1.42M 0.28% 96
2023
Q4 		$1.27M Buy
226,406
+19,370
+9% +$111K 0.16% 107
2023
Q3 		$1.1M Buy
207,036
+29,263
+16% +$238K 0.16% 110
2023
Q2 		$1.67M Buy
+177,773
New +$1.56M 0.23% 93

Other funds holding DCGO

MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Isthmus Partners's DCGO Position: Q2 2026 in Review

Isthmus Partners increased its DocGo (DCGO) stake by 18% in Q2 2026, buying an estimated $107K and bringing the position to 1,191,977 shares worth $615K. The position accounts for 0.06% of the portfolio, ranked #143.

Isthmus Partners first reported a position in DCGO in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.65M in Q4 2024. 16 funds tracked by Wall St. Rank hold DCGO as of Q2 2026.

  • Isthmus Partners held 1,191,977 shares of DocGo worth $615K as of Q2 2026.
  • Isthmus Partners bought 178,921 DocGo shares in Q2 2026, an estimated $107K.
  • DocGo made up 0.06% of Isthmus Partners's portfolio in Q2 2026, its #143 holding.
  • Isthmus Partners first reported a position in DocGo in Q2 2023 and has held it in 13 quarters since.
  • Isthmus Partners's DocGo position peaked at $2.65M in Q4 2024.
  • 16 funds tracked by Wall St. Rank held DocGo as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.