AF
DOCS icon

Allworth Financial’s Doximity DOCS Stock Holding History

Allworth Financial’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 		$42.4K Sell
2,043
-1,540
-43% -$34.1K ﹤0.01% 2635
2026
Q1 		$83.5K Sell
3,583
-33,504
-90% -$1.04M ﹤0.01% 1955
2025
Q4 		$1.64M Sell
37,087
-3,865
-9% -$217K 0.01% 563
2025
Q3 		$3M Buy
40,952
+32,233
+370% +$2.1M 0.01% 426
2025
Q2 		$535K Buy
8,719
+8,156
+1,449% +$455K ﹤0.01% 823
2025
Q1 		$31.7K Buy
563
+287
+104% +$18.1K ﹤0.01% 1795
2024
Q4 		$15.5K Buy
276
+110
+66% +$5.39K ﹤0.01% 2250
2024
Q3 		$7.23K Buy
166
+8
+5% +$267 ﹤0.01% 2407
2024
Q2 		$4.46K Sell
158
-7
-4% -$185 ﹤0.01% 2572
2024
Q1 		$4.44K Sell
165
-11
-6% -$314 ﹤0.01% 2452
2023
Q4 		$4.94K Buy
176
+105
+148% +$2.48K ﹤0.01% 2285
2023
Q3 		$1.51K Buy
71
+25
+54% +$682 ﹤0.01% 2675
2023
Q2 		$1.56K Hold
46
– – ﹤0.01% 2580
2023
Q1 		$1.49K Hold
46
– – ﹤0.01% 2530
2022
Q4 		$1.54K Sell
46
-24
-34% -$733 ﹤0.01% 2328
2022
Q3 		$2K Buy
+70
New +$2.56K ﹤0.01% 2133
2022
Q2 		– Sell
-25
Closed -$1K – 2489
2022
Q1 		$1K Buy
+25
New +$1.26K ﹤0.01% 1913

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

Allworth Financial's DOCS Position: Q2 2026 in Review

Allworth Financial reduced its Doximity (DOCS) stake by 43% in Q2 2026, selling an estimated $34.1K and leaving 2,043 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

Allworth Financial first reported a position in DOCS in Q1 2022 and has held it in 17 quarters since. The position peaked at $3M in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Allworth Financial held 2,043 shares of Doximity worth $42.4K as of Q2 2026.
  • Allworth Financial sold 1,540 Doximity shares in Q2 2026, an estimated $34.1K.
  • Doximity made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2635 holding.
  • Allworth Financial first reported a position in Doximity in Q1 2022 and has held it in 17 quarters since.
  • Allworth Financial's Doximity position peaked at $3M in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.