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Action Point Financial Planning’s Doximity DOCS Stock Holding History

Action Point Financial Planning’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
Q2 		$954 Buy
+47
New +$1.04K ﹤0.01% 2497

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Action Point Financial Planning's DOCS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Doximity (DOCS) in Q2 2026: 47 shares worth $954. The stake represents ﹤0.01% of the portfolio and ranks #2497 among its holdings.

355 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Action Point Financial Planning held 47 shares of Doximity worth $954 as of Q2 2026.
  • Doximity was a new Action Point Financial Planning position in Q2 2026.
  • Doximity made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2497 holding.
  • 355 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.