Belpointe Asset Management’s Doximity DOCS Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-12,521	Closed	-$292K	–	1145
2026 Q1	$292K	Buy	+12,521	New	+$390K	0.01%	878
2025 Q4	–	Sell	-9,161	Closed	-$670K	–	1045
2025 Q3	$670K	Buy	+9,161	New	+$597K	0.03%	533
2023 Q2	–	Sell	-5,685	Closed	-$184K	–	1278
2023 Q1	$184K	Sell	5,685 -134	-2%	-$4.45K	0.01%	979
2022 Q4	$195K	Sell	5,819 -2,250	-28%	-$68.7K	0.01%	908
2022 Q3	$244K	Sell	8,069 -183	-2%	-$6.71K	0.02%	758
2022 Q2	$287K	Buy	8,252 +188	+2%	+$7.4K	0.02%	696
2022 Q1	$420K	Sell	8,064 -2,326	-22%	-$117K	0.03%	599
2021 Q4	$521K	Buy	+10,390	New	+$676K	0.03%	503

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Belpointe Asset Management's DOCS Position: Q2 2026 in Review

Belpointe Asset Management sold out of Doximity (DOCS) in Q2 2026, closing a stake of 12,521 shares — an estimated $292K sold.

Belpointe Asset Management first reported a position in DOCS in Q4 2021 and held it in 8 quarters. The position peaked at $670K in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Belpointe Asset Management reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 12,521 Doximity shares in Q2 2026, an estimated $292K.
Belpointe Asset Management first reported a position in Doximity in Q4 2021 and held it in 8 quarters.
Belpointe Asset Management's Doximity position peaked at $670K in Q3 2025.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.