AssetMark Inc
DOCS icon

AssetMark Inc’s Doximity DOCS Stock Holding History

AssetMark Inc’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 		$301K Buy
14,490
+655
+5% +$14.5K ﹤0.01% 1333
2026
Q1 		$322K Sell
13,835
-18,710
-57% -$583K ﹤0.01% 1240
2025
Q4 		$1.44M Sell
32,545
-1,258
-4% -$70.6K ﹤0.01% 939
2025
Q3 		$2.47M Buy
33,803
+1,728
+5% +$113K 0.01% 763
2025
Q2 		$1.97M Buy
32,075
+10,380
+48% +$579K ﹤0.01% 772
2025
Q1 		$1.26M Buy
21,695
+11,133
+105% +$703K ﹤0.01% 824
2024
Q4 		$564K Buy
10,562
+10,529
+31,906% +$516K ﹤0.01% 937
2024
Q3 		$1.44K Buy
33
+8
+32% +$267 ﹤0.01% 1937
2024
Q2 		$699 Hold
25
– – ﹤0.01% 1895
2024
Q1 		$673 Buy
+25
New +$713 ﹤0.01% 1705
2023
Q3 		– Sell
-1,391
Closed -$47.3K – 1756
2023
Q2 		$47.3K Buy
1,391
+357
+35% +$11.9K ﹤0.01% 1093
2023
Q1 		$33.5K Buy
1,034
+246
+31% +$8.16K ﹤0.01% 1117
2022
Q4 		$26.4K Buy
788
+137
+21% +$4.18K ﹤0.01% 1161
2022
Q3 		$20K Buy
651
+201
+45% +$7.37K ﹤0.01% 1125
2022
Q2 		$16K Buy
450
+286
+174% +$11.3K ﹤0.01% 1158
2022
Q1 		$9K Buy
+164
New +$8.25K ﹤0.01% 1203

Other funds holding DOCS

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AssetMark Inc's DOCS Position: Q2 2026 in Review

AssetMark Inc increased its Doximity (DOCS) stake by 4.7% in Q2 2026, buying an estimated $14.5K and bringing the position to 14,490 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

AssetMark Inc first reported a position in DOCS in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.47M in Q3 2025. 94 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • AssetMark Inc held 14,490 shares of Doximity worth $301K as of Q2 2026.
  • AssetMark Inc bought 655 Doximity shares in Q2 2026, an estimated $14.5K.
  • Doximity made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1333 holding.
  • AssetMark Inc first reported a position in Doximity in Q1 2022 and has held it in 16 quarters since.
  • AssetMark Inc's Doximity position peaked at $2.47M in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.