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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Belpointe Asset Management's DOCS Position: Q1 2026 in Review

Belpointe Asset Management opened a new position in Doximity (DOCS) in Q1 2026: 12,521 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in DOCS as recently as Q3 2025.

Belpointe Asset Management first reported a position in DOCS in Q4 2021 and has held it in 8 quarters since. The position peaked at $670K in Q3 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

Belpointe Asset Management held 12,521 shares of Doximity worth $292K as of Q1 2026.
Doximity was a new Belpointe Asset Management position in Q1 2026.
Doximity made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #878 holding.
Belpointe Asset Management first reported a position in Doximity in Q4 2021 and has held it in 8 quarters since.
Belpointe Asset Management's Doximity position peaked at $670K in Q3 2025.
419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.