MATRIX ASSET ADVISORS INC/NY DCGO DOCGO INC

Ownership history in MATRIX ASSET ADVISORS INC/NY  ·  11 quarters on record

AI Ownership Summary

MATRIX ASSET ADVISORS INC/NY reported DOCGO INC (DCGO) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q4. The latest visible filing shows DCGO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DCGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MATRIX ASSET ADVISORS INC/NY's position in DOCGO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DCGO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MATRIX ASSET ADVISORS INC/NY held DCGO — position size vs. price
% of Fund (quarterly)    DCGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 100,000 0% 0.01% $63K 2026-04-22 $0.74
2025 Q4 UNCHANGED 100,000 0% 0.01% $88K 2026-01-16 $0.83
2025 Q3 UNCHANGED 100,000 0% 0.01% $136K 2025-10-14 $1.30
2025 Q2 UNCHANGED 100,000 0% 0.02% $157K 2025-07-25 $1.46
2025 Q1 UNCHANGED 100,000 0% 0.03% $264K 2025-04-22 $2.11
2024 Q4 UNCHANGED 100,000 0% 0.05% $424K 2025-01-22 $4.39
2024 Q2 ADDED 100,000 +44,195 +79.2% 0.04% $309K 2024-07-15 $3.11
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MATRIX ASSET ADVISORS INC/NY and DCGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has MATRIX ASSET ADVISORS INC/NY reported owning DCGO?

MATRIX ASSET ADVISORS INC/NY reported DCGO across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported DCGO position in MATRIX ASSET ADVISORS INC/NY's portfolio?

The largest reported portfolio weight for DCGO was 0.05% in 2024 Q4.

What is the latest reported DCGO position on this page?

The most recent filing on this page is 2026 Q1, when MATRIX ASSET ADVISORS INC/NY reported 100,000 shares, equal to 0.01% of portfolio, with an estimated market value of $63K.

What does the chart on this DCGO ownership page compare?

The chart compares MATRIX ASSET ADVISORS INC/NY's quarterly DCGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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