AWM
DOCS icon

Axxcess Wealth Management’s Doximity DOCS Stock Holding History

Axxcess Wealth Management’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
Q4 		– Sell
-5,077
Closed -$371K – 1064
2025
Q3 		$371K Buy
5,077
+1,010
+25% +$65.9K 0.01% 698
2025
Q2 		$249K Sell
4,067
-317
-7% -$17.7K 0.01% 771
2025
Q1 		$254K Buy
+4,384
New +$277K 0.01% 739

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Axxcess Wealth Management's DOCS Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Doximity (DOCS) in Q4 2025, closing a stake of 5,077 shares — an estimated $371K sold.

Axxcess Wealth Management first reported a position in DOCS in Q1 2025 and held it in 3 quarters. The position peaked at $371K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,077 Doximity shares in Q4 2025, an estimated $371K.
  • Axxcess Wealth Management first reported a position in Doximity in Q1 2025 and held it in 3 quarters.
  • Axxcess Wealth Management's Doximity position peaked at $371K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.