Wealth Enhancement Advisory Services
DOCN icon

Wealth Enhancement Advisory Services’s DigitalOcean DOCN Stock Holding History

Wealth Enhancement Advisory Services’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 		$723K Buy
5,539
+1,107
+25% +$150K ﹤0.01% 2344
2026
Q1 		$399K Sell
4,432
-6,302
-59% -$397K ﹤0.01% 2512
2025
Q4 		$580K Buy
+10,734
New +$473K ﹤0.01% 2369

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
SA
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

Wealth Enhancement Advisory Services's DOCN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its DigitalOcean (DOCN) stake by 25% in Q2 2026, buying an estimated $150K and bringing the position to 5,539 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Wealth Enhancement Advisory Services first reported a position in DOCN in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold DOCN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,539 shares of DigitalOcean worth $723K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,107 DigitalOcean shares in Q2 2026, an estimated $150K.
  • DigitalOcean made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2344 holding.
  • Wealth Enhancement Advisory Services first reported a position in DigitalOcean in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.