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Kelleher Financial Advisors’s DocGo DCGO Stock Holding History

Kelleher Financial Advisors’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
Q4 		– Sell
-11,613
Closed -$15.8K – 717
2025
Q3 		$15.8K Hold
11,613
– – ﹤0.01% 460
2025
Q2 		$18.2K Hold
11,613
– – 0.01% 138
2025
Q1 		$30.7K Hold
11,613
– – 0.01% 127
2024
Q4 		$49.2K Hold
11,613
– – 0.02% 113
2024
Q3 		$38.6K Hold
11,613
– – 0.01% 119
2024
Q2 		$35.9K Hold
11,613
– – 0.01% 108
2024
Q1 		$46.9K Hold
11,613
– – 0.02% 122
2023
Q4 		$64.9K Hold
11,613
– – 0.03% 104
2023
Q3 		$61.9K Hold
11,613
– – 0.03% 105
2023
Q2 		$109K Hold
11,613
– – 0.06% 109
2023
Q1 		$100K Hold
11,613
– – 0.07% 103
2022
Q4 		$82.1K Hold
11,613
– – 0.06% 96
2022
Q3 		$115K Hold
11,613
– – 0.08% 105
2022
Q2 		$82K Hold
11,613
– – 0.04% 130
2022
Q1 		$107K Hold
11,613
– – 0.06% 112
2021
Q4 		$108K Buy
+11,613
New +$108K 0.06% 117

Other funds holding DCGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 35.16% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Kelleher Financial Advisors's DCGO Position: Q4 2025 in Review

Kelleher Financial Advisors sold out of DocGo (DCGO) in Q4 2025, closing a stake of 11,613 shares — an estimated $15.8K sold.

Kelleher Financial Advisors first reported a position in DCGO in Q4 2021 and held it in 16 quarters. The position peaked at $115K in Q3 2022. 112 funds tracked by Wall St. Rank hold DCGO as of Q4 2025.

  • Kelleher Financial Advisors reported no remaining DocGo position as of Q4 2025 after selling out during the quarter.
  • Kelleher Financial Advisors sold 11,613 DocGo shares in Q4 2025, an estimated $15.8K.
  • Kelleher Financial Advisors first reported a position in DocGo in Q4 2021 and held it in 16 quarters.
  • Kelleher Financial Advisors's DocGo position peaked at $115K in Q3 2022.
  • 112 funds tracked by Wall St. Rank held DocGo as of Q4 2025.

Based on Kelleher Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.