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Insight Wealth Strategies, LLC → DOCN

Insight Wealth Strategies, LLC DOCN Position History

DigitalOcean Holdings, Inc.

Quarters held
4
Latest value
$438K
Q3 2026
Peak value
$9.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.6M
Q1 2026$8M
Q2 2026$9.2M
Q3 2026$438K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$438K3.3K——
Q2 2026$9.2M63.9K——
Q1 2026$8M93.0K——
Q4 2025$4.6M95.8K——

Other funds holding DOCN

Other Insight Wealth Strategies, LLC positions

IVZ

INVESCO EXCH TRADED FD TR II

$37.4M
BEN

LEGG MASON ETF INVT

$36.9M
CVX

CHEVRON CORPORATION

$36.3M
ETHA

BLACKROCK ETF TRUST

$33.7M
CVX

CHEVRON CORP NEW

$33.5M
IVZ

INVESCO EXCH TRADED FD TR II

$33.5M
CVX

CHEVRON CORPORATION

$33.1M
ETHA

BLACKROCK ETF TRUST

$33.1M