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
Q3 		$475K Buy
16,764
+2,274
+16% +$54.9K ﹤0.01% 1261
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% +$7.36K ﹤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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Swiss Life Asset Management
Swiss Life Asset Management Zurich $23.2B AUM 31.8% 1-Year Est. Return

AssetMark Inc's DOCS Position: Q3 2026 in Review

AssetMark Inc increased its Doximity (DOCS) stake by 16% in Q3 2026, buying an estimated $54.9K and bringing the position to 16,764 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

AssetMark Inc first reported a position in DOCS in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.47M in Q3 2025. 151 funds tracked by Wall St. Rank hold DOCS as of Q3 2026.

  • AssetMark Inc held 16,764 shares of Doximity worth $475K as of Q3 2026.
  • AssetMark Inc bought 2,274 Doximity shares in Q3 2026, an estimated $54.9K.
  • Doximity made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1261 holding.
  • AssetMark Inc first reported a position in Doximity in Q1 2022 and has held it in 17 quarters since.
  • AssetMark Inc's Doximity position peaked at $2.47M in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Doximity as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.