LWM
DOCN icon

Lodestone Wealth Management’s DigitalOcean DOCN Stock Holding History

Lodestone Wealth Management’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
Q2 		$932K Sell
5,937
-960
-14% -$130K 0.33% 83
2026
Q1 		$592K Buy
6,897
+610
+10% +$38.5K 0.23% 97
2025
Q4 		$303K Buy
+6,287
New +$277K 0.12% 140

Other funds holding DOCN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lodestone Wealth Management's DOCN Position: Q2 2026 in Review

Lodestone Wealth Management reduced its DigitalOcean (DOCN) stake by 14% in Q2 2026, selling an estimated $130K and leaving 5,937 shares worth $932K. The position accounts for 0.33% of the portfolio, ranked #83.

Lodestone Wealth Management first reported a position in DOCN in Q4 2025 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold DOCN as of Q2 2026.

  • Lodestone Wealth Management held 5,937 shares of DigitalOcean worth $932K as of Q2 2026.
  • Lodestone Wealth Management sold 960 DigitalOcean shares in Q2 2026, an estimated $130K.
  • DigitalOcean made up 0.33% of Lodestone Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Lodestone Wealth Management first reported a position in DigitalOcean in Q4 2025 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.