Kestra Private Wealth Services’s DigitalOcean DOCN Stock Holding History

Kestra Private Wealth Services’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 Q1	–	Sell	-6,595	Closed	-$317K	–	1799
2025 Q4	$317K	Buy	+6,595	New	+$290K	﹤0.01%	1395
2022 Q2	–	Sell	-4,174	Closed	-$241K	–	933
2022 Q1	$241K	Buy	4,174 +674	+19%	+$39.4K	0.01%	823
2021 Q4	$281K	Buy	3,500 +800	+30%	+$74.9K	0.01%	792
2021 Q3	$210K	Buy	+2,700	New	+$167K	0.01%	836

Other funds holding DOCN

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kestra Private Wealth Services's DOCN Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of DigitalOcean (DOCN) in Q1 2026, closing a stake of 6,595 shares — an estimated $317K sold.

Kestra Private Wealth Services first reported a position in DOCN in Q3 2021 and held it in 4 quarters. The position peaked at $317K in Q4 2025. 448 funds tracked by Wall St. Rank hold DOCN as of Q1 2026.

Kestra Private Wealth Services reported no remaining DigitalOcean position as of Q1 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 6,595 DigitalOcean shares in Q1 2026, an estimated $317K.
Kestra Private Wealth Services first reported a position in DigitalOcean in Q3 2021 and held it in 4 quarters.
Kestra Private Wealth Services's DigitalOcean position peaked at $317K in Q4 2025.
448 funds tracked by Wall St. Rank held DigitalOcean as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.