Advisory Services Network’s Doximity DOCS Stock Holding History

Advisory Services Network’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	$36.3K	Buy	+1,557	New	+$48.5K	﹤0.01%	2814
2025 Q4	–	Sell	-1,518	Closed	-$111K	–	2445
2025 Q3	$111K	Buy	+1,518	New	+$99K	﹤0.01%	2015
2025 Q2	–	Sell	-4,872	Closed	-$283K	–	1772
2025 Q1	$283K	Buy	+4,872	New	+$308K	0.01%	1339
2024 Q1	–	Sell	-824	Closed	-$23.1K	–	2002
2023 Q4	$23.1K	Buy	+824	New	+$19.5K	﹤0.01%	2445
2023 Q2	–	Sell	-860	Closed	-$27.8K	–	2005
2023 Q1	$27.8K	Sell	860 -341	-28%	-$11.3K	﹤0.01%	2354
2022 Q4	$40.3K	Buy	+1,201	New	+$36.7K	﹤0.01%	2087
2021 Q4	–	Sell	-2,773	Closed	-$224K	–	1421
2021 Q3	$224K	Buy	2,773 +2,752	+13,105%	+$201K	0.01%	1223
2021 Q2	$1K	Buy	+21	New	+$1.18K	﹤0.01%	3438

Other funds holding DOCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return