Bogart Wealth LLC’s Doximity DOCS Stock Holding History

Bogart Wealth LLC’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	-99	Closed	-$2.31K	–	2032
2026 Q1	$2.31K	Buy	99 +40	+68%	+$1.25K	﹤0.01%	1239
2025 Q4	$2.61K	Hold	59	–	–	﹤0.01%	1129
2025 Q3	$4.32K	Hold	59	–	–	﹤0.01%	1008
2025 Q2	$3.62K	Hold	59	–	–	﹤0.01%	1011
2025 Q1	$3.42K	Buy	+59	New	+$3.73K	﹤0.01%	973
2023 Q3	–	Sell	-9	Closed	-$306	–	1080
2023 Q2	$306	Hold	9	–	–	﹤0.01%	1008
2023 Q1	$291	Buy	+9	New	+$299	﹤0.01%	1063
2022 Q3	–	Sell	-30	Closed	-$1K	–	1021
2022 Q2	$1K	Buy	+30	New	+$1.18K	﹤0.01%	826

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

Bogart Wealth LLC's DOCS Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Doximity (DOCS) in Q2 2026, closing a stake of 99 shares — an estimated $2.31K sold.

Bogart Wealth LLC first reported a position in DOCS in Q2 2022 and held it in 8 quarters. The position peaked at $4.32K in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Bogart Wealth LLC reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 99 Doximity shares in Q2 2026, an estimated $2.31K.
Bogart Wealth LLC first reported a position in Doximity in Q2 2022 and held it in 8 quarters.
Bogart Wealth LLC's Doximity position peaked at $4.32K in Q3 2025.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.