Summit Securities Group’s DocGo DCGO Stock Holding History

Summit Securities Group’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	-12,824	Closed	-$33.9K	–	1153
2025 Q1	$33.9K	Buy	+12,824	New	+$51.5K	0.01%	383

Other funds holding DCGO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

DMKJ

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

SST

S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's DCGO Position: Q2 2025 in Review

Summit Securities Group sold out of DocGo (DCGO) in Q2 2025, closing a stake of 12,824 shares — an estimated $33.9K sold.

Summit Securities Group first reported a position in DCGO in Q1 2025 and held it in 1 quarter. The position peaked at $33.9K in Q1 2025. 121 funds tracked by Wall St. Rank hold DCGO as of Q2 2025.

Summit Securities Group reported no remaining DocGo position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 12,824 DocGo shares in Q2 2025, an estimated $33.9K.
Summit Securities Group first reported a position in DocGo in Q1 2025 and held it in 1 quarter.
Summit Securities Group's DocGo position peaked at $33.9K in Q1 2025.
121 funds tracked by Wall St. Rank held DocGo as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.