SPL
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Superior Planning, LLC’s Doximity DOCS Stock Holding History

Superior Planning, LLC’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.3K Buy
+752
New +$18.2K 0.01% 672

Other funds holding DOCS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's DOCS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Doximity (DOCS) in Q3 2026: 752 shares worth $21.3K. The stake represents 0.01% of the portfolio and ranks #672 among its holdings.

260 funds tracked by Wall St. Rank hold DOCS as of Q3 2026.

  • Superior Planning, LLC held 752 shares of Doximity worth $21.3K as of Q3 2026.
  • Doximity was a new Superior Planning, LLC position in Q3 2026.
  • Doximity made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #672 holding.
  • 260 funds tracked by Wall St. Rank held Doximity as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.