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Avion Wealth’s Doximity DOCS Stock Holding History

Avion Wealth’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 		$0 Sell
20
-20
-50% -$442 ﹤0.01% 1497
2026
Q1 		$0 Buy
+40
New +$1.25K ﹤0.01% 1322
2025
Q2 		– Sell
-5
Closed – – 1272
2025
Q1 		$0 Buy
+5
New +$316 ﹤0.01% 1101
2024
Q2 		– Sell
-18
Closed -$1K – 998
2024
Q1 		$1K Buy
+18
New +$513 ﹤0.01% 904

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

Avion Wealth's DOCS Position: Q2 2026 in Review

Avion Wealth reduced its Doximity (DOCS) stake by 50% in Q2 2026, selling an estimated $442 and leaving 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Avion Wealth first reported a position in DOCS in Q1 2024 and has held it in 4 quarters since. The position peaked at $1K in Q1 2024. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Avion Wealth held 20 shares of Doximity worth $0 as of Q2 2026.
  • Avion Wealth sold 20 Doximity shares in Q2 2026, an estimated $442.
  • Doximity made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1497 holding.
  • Avion Wealth first reported a position in Doximity in Q1 2024 and has held it in 4 quarters since.
  • Avion Wealth's Doximity position peaked at $1K in Q1 2024.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.