Stifel Financial
DCGO icon

Stifel Financial’s DocGo DCGO Stock Holding History

Stifel Financial’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
Q2 		– Sell
-23,424
Closed -$61.8K – 3495
2025
Q1 		$61.8K Buy
+23,424
New +$94K ﹤0.01% 3334
2024
Q2 		– Sell
-20,011
Closed -$80.8K – 3385
2024
Q1 		$80.8K Sell
20,011
-12,235
-38% -$46.2K ﹤0.01% 3223
2023
Q4 		$180K Sell
32,246
-31,307
-49% -$180K ﹤0.01% 3080
2023
Q3 		$339K Sell
63,553
-688
-1% -$5.59K ﹤0.01% 2720
2023
Q2 		$602K Buy
64,241
+24,331
+61% +$214K ﹤0.01% 2407
2023
Q1 		$345K Buy
+39,910
New +$352K ﹤0.01% 2719

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
DM
Deerfield Management New York $9.59B AUM 113.36% 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
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial's DCGO Position: Q2 2025 in Review

Stifel Financial sold out of DocGo (DCGO) in Q2 2025, closing a stake of 23,424 shares — an estimated $61.8K sold.

Stifel Financial first reported a position in DCGO in Q1 2023 and held it in 6 quarters. The position peaked at $602K in Q2 2023. 121 funds tracked by Wall St. Rank hold DCGO as of Q2 2025.

  • Stifel Financial reported no remaining DocGo position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 23,424 DocGo shares in Q2 2025, an estimated $61.8K.
  • Stifel Financial first reported a position in DocGo in Q1 2023 and held it in 6 quarters.
  • Stifel Financial's DocGo position peaked at $602K in Q2 2023.
  • 121 funds tracked by Wall St. Rank held DocGo as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.