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
Q3 		$560K Sell
4,516
-1,023
-18% -$129K ﹤0.01% 2698
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's DOCN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its DigitalOcean (DOCN) stake by 18% in Q3 2026, selling an estimated $129K and leaving 4,516 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #2698.

Wealth Enhancement Advisory Services first reported a position in DOCN in Q4 2025 and has held it in 4 quarters since. The position peaked at $723K in Q2 2026. 236 funds tracked by Wall St. Rank hold DOCN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 4,516 shares of DigitalOcean worth $560K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 1,023 DigitalOcean shares in Q3 2026, an estimated $129K.
  • DigitalOcean made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2698 holding.
  • Wealth Enhancement Advisory Services first reported a position in DigitalOcean in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's DigitalOcean position peaked at $723K in Q2 2026.
  • 236 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.