Rockwood Wealth Management’s DocGo DCGO Stock Holding History

Rockwood Wealth Management’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	$14.9K	Hold	28,793	–	–	﹤0.01%	132
2026 Q1	$18.1K	Hold	28,793	–	–	﹤0.01%	117
2025 Q4	$25.3K	Hold	28,793	–	–	﹤0.01%	118
2025 Q3	$39.3K	Hold	28,793	–	–	﹤0.01%	107
2025 Q2	$45.2K	Hold	28,793	–	–	﹤0.01%	104
2025 Q1	$76.2K	Hold	28,793	–	–	0.01%	95
2024 Q4	$124K	Hold	28,793	–	–	0.01%	93
2024 Q3	$95.9K	Hold	28,793	–	–	0.01%	86
2024 Q2	$88.8K	Hold	28,793	–	–	0.01%	85
2024 Q1	$116K	Hold	28,793	–	–	0.02%	80
2023 Q4	$161K	Hold	28,793	–	–	0.02%	77
2023 Q3	$153K	Hold	28,793	–	–	0.03%	66
2023 Q2	$270K	Hold	28,793	–	–	0.05%	63
2023 Q1	$248K	Hold	28,793	–	–	0.05%	60
2022 Q4	$204K	Hold	28,793	–	–	0.05%	67
2022 Q3	$286K	Hold	28,793	–	–	0.09%	54
2022 Q2	$206K	Buy	+28,793	New	+$210K	0.1%	68

Other funds holding DCGO

PAWC

P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return

PLC

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

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rockwood Wealth Management's DCGO Position: Q2 2026 in Review

Rockwood Wealth Management held its DocGo (DCGO) position steady in Q2 2026 at 28,793 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #132.

Rockwood Wealth Management first reported a position in DCGO in Q2 2022 and has held it in 17 quarters since. The position peaked at $286K in Q3 2022. 20 funds tracked by Wall St. Rank hold DCGO as of Q2 2026.

Rockwood Wealth Management held 28,793 shares of DocGo worth $14.9K as of Q2 2026.
Rockwood Wealth Management left its DocGo share count unchanged in Q2 2026.
DocGo made up ﹤0.01% of Rockwood Wealth Management's portfolio in Q2 2026, its #132 holding.
Rockwood Wealth Management first reported a position in DocGo in Q2 2022 and has held it in 17 quarters since.
Rockwood Wealth Management's DocGo position peaked at $286K in Q3 2022.
20 funds tracked by Wall St. Rank held DocGo as of Q2 2026.

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