True Wealth Design’s DigitalOcean DOCN Stock Holding History

True Wealth Design’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	$2.51K	Sell	16 -8	-33%	-$1.08K	﹤0.01%	1594
2026 Q1	$2.06K	Hold	24	–	–	﹤0.01%	1529
2025 Q4	$1.16K	Buy	24 +2	+9%	+$88	﹤0.01%	1657
2025 Q3	$752	Buy	22 +1	+5%	+$32	﹤0.01%	1857
2025 Q2	$600	Buy	21 +13	+163%	+$380	﹤0.01%	1670
2025 Q1	$268	Buy	+8	New	+$313	﹤0.01%	1828

Other funds holding DOCN

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

True Wealth Design's DOCN Position: Q2 2026 in Review

True Wealth Design reduced its DigitalOcean (DOCN) stake by 33% in Q2 2026, selling an estimated $1.08K and leaving 16 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

True Wealth Design first reported a position in DOCN in Q1 2025 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold DOCN as of Q2 2026.

True Wealth Design held 16 shares of DigitalOcean worth $2.51K as of Q2 2026.
True Wealth Design sold 8 DigitalOcean shares in Q2 2026, an estimated $1.08K.
DigitalOcean made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1594 holding.
True Wealth Design first reported a position in DigitalOcean in Q1 2025 and has held it in 6 quarters since.
54 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.