Matrix Asset Advisors’s DocGo DCGO Stock Holding History

Matrix Asset 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
2026 Q2	–	Sell	-100,000	Closed	-$62.9K	–	107
2026 Q1	$62.9K	Hold	100,000	–	–	0.01%	103
2025 Q4	$87.8K	Hold	100,000	–	–	0.01%	105
2025 Q3	$136K	Hold	100,000	–	–	0.01%	106
2025 Q2	$157K	Hold	100,000	–	–	0.02%	107
2025 Q1	$264K	Hold	100,000	–	–	0.03%	89
2024 Q4	$424K	Buy	+100,000	New	+$385K	0.05%	79
2024 Q3	–	Sell	-100,000	Closed	-$309K	–	105
2024 Q2	$309K	Buy	+100,000	New	+$329K	0.04%	78
2023 Q3	–	Sell	-55,805	Closed	-$523K	–	96
2023 Q2	$523K	Hold	55,805	–	–	0.07%	66
2023 Q1	$483K	Hold	55,805	–	–	0.07%	65
2022 Q4	$395K	Hold	55,805	–	–	0.06%	72
2022 Q3	$554K	Buy	+55,805	New	+$504K	0.09%	59

Other funds holding DCGO

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SST

S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Matrix Asset Advisors's DCGO Position: Q2 2026 in Review

Matrix Asset Advisors sold out of DocGo (DCGO) in Q2 2026, closing a stake of 100,000 shares — an estimated $62.9K sold.

Matrix Asset Advisors first reported a position in DCGO in Q3 2022 and held it in 11 quarters. The position peaked at $554K in Q3 2022. 119 funds tracked by Wall St. Rank hold DCGO as of Q2 2026.

Matrix Asset Advisors reported no remaining DocGo position as of Q2 2026 after selling out during the quarter.
Matrix Asset Advisors sold 100,000 DocGo shares in Q2 2026, an estimated $62.9K.
Matrix Asset Advisors first reported a position in DocGo in Q3 2022 and held it in 11 quarters.
Matrix Asset Advisors's DocGo position peaked at $554K in Q3 2022.
119 funds tracked by Wall St. Rank held DocGo as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.