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Asset Dedication LLC’s Doximity DOCS Stock Holding History

Asset Dedication LLC’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
-126
Closed -$5.58K – 1131
2025
Q4 		$5.58K Hold
126
– – ﹤0.01% 880
2025
Q3 		$9.22K Hold
126
– – ﹤0.01% 811
2025
Q2 		$7.73K Buy
+126
New +$7.03K ﹤0.01% 857

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Asset Dedication LLC's DOCS Position: Q1 2026 in Review

Asset Dedication LLC sold out of Doximity (DOCS) in Q1 2026, closing a stake of 126 shares — an estimated $5.58K sold.

Asset Dedication LLC first reported a position in DOCS in Q2 2025 and held it in 3 quarters. The position peaked at $9.22K in Q3 2025. 423 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Asset Dedication LLC reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
  • Asset Dedication LLC sold 126 Doximity shares in Q1 2026, an estimated $5.58K.
  • Asset Dedication LLC first reported a position in Doximity in Q2 2025 and held it in 3 quarters.
  • Asset Dedication LLC's Doximity position peaked at $9.22K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.