BRWA
DOCS icon

B. Riley Wealth Advisors’s Doximity DOCS Stock Holding History

B. Riley Wealth Advisors’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
-8,168
Closed -$597K – 1065
2025
Q3 		$597K Sell
8,168
-297
-4% -$19.4K 0.03% 477
2025
Q2 		$519K Buy
+8,465
New +$472K 0.02% 519
2024
Q4 		$326K Buy
+6,106
New +$299K 0.01% 839

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 $97.9B AUM 20.73% 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

B. Riley Wealth Advisors's DOCS Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Doximity (DOCS) in Q4 2025, closing a stake of 8,168 shares — an estimated $597K sold.

B. Riley Wealth Advisors first reported a position in DOCS in Q4 2024 and held it in 3 quarters. The position peaked at $597K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,168 Doximity shares in Q4 2025, an estimated $597K.
  • B. Riley Wealth Advisors first reported a position in Doximity in Q4 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Doximity position peaked at $597K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.