Bartlett & Co Wealth Management’s Doximity DOCS Stock Holding History

Bartlett & Co 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
2026 Q1	–	Sell	-366	Closed	-$16.2K	–	1301
2025 Q4	$16.2K	Hold	366	–	–	﹤0.01%	859
2025 Q3	$26.8K	Hold	366	–	–	﹤0.01%	770
2025 Q2	$22.4K	Sell	366 -47	-11%	-$2.62K	﹤0.01%	794
2025 Q1	$24K	Buy	+413	New	+$26.1K	﹤0.01%	790
2023 Q2	–	Sell	-138	Closed	-$4.47K	–	1162
2023 Q1	$4.47K	Hold	138	–	–	﹤0.01%	909
2022 Q4	$4.63K	Hold	138	–	–	﹤0.01%	932
2022 Q3	$4.17K	Hold	138	–	–	﹤0.01%	957
2022 Q2	$4.8K	Hold	138	–	–	﹤0.01%	1023
2022 Q1	$7.19K	Buy	+138	New	+$6.95K	﹤0.01%	874
2021 Q4	–	Sell	-250	Closed	-$20.2K	–	517
2021 Q3	$20.2K	Buy	+250	New	+$18.3K	﹤0.01%	631

Other funds holding DOCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bartlett & Co Wealth Management's DOCS Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Doximity (DOCS) in Q1 2026, closing a stake of 366 shares — an estimated $16.2K sold.

Bartlett & Co Wealth Management first reported a position in DOCS in Q3 2021 and held it in 10 quarters. The position peaked at $26.8K in Q3 2025. 423 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 366 Doximity shares in Q1 2026, an estimated $16.2K.
Bartlett & Co Wealth Management first reported a position in Doximity in Q3 2021 and held it in 10 quarters.
Bartlett & Co Wealth Management's Doximity position peaked at $26.8K in Q3 2025.
423 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.