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Anderson Financial Strategies’s Doximity DOCS Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-106
Closed -$6.15K – 80
2025
Q1 		$6.15K Buy
+106
New +$6.69K ﹤0.01% 173

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Anderson Financial Strategies's DOCS Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Doximity (DOCS) in Q2 2025, closing a stake of 106 shares — an estimated $6.15K sold.

Anderson Financial Strategies first reported a position in DOCS in Q1 2025 and held it in 1 quarter. The position peaked at $6.15K in Q1 2025. 473 funds tracked by Wall St. Rank hold DOCS as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Doximity position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 106 Doximity shares in Q2 2025, an estimated $6.15K.
  • Anderson Financial Strategies first reported a position in Doximity in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Doximity position peaked at $6.15K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Doximity as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.