Acumen Wealth Advisors’s Doximity DOCS Stock Holding History

Acumen Wealth Advisors’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 Q1	–	Sell	-12	Closed	-$532	–	485
2025 Q4	$532	Buy	+12	New	+$674	﹤0.01%	483

Other funds holding DOCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acumen Wealth Advisors's DOCS Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Doximity (DOCS) in Q1 2026, closing a stake of 12 shares — an estimated $532 sold.

Acumen Wealth Advisors first reported a position in DOCS in Q4 2025 and held it in 1 quarter. The position peaked at $532 in Q4 2025. 421 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

Acumen Wealth Advisors reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 12 Doximity shares in Q1 2026, an estimated $532.
Acumen Wealth Advisors first reported a position in Doximity in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's Doximity position peaked at $532 in Q4 2025.
421 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.