Burney Company’s Doximity DOCS Stock Holding History

Burney Company’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 Q2	–	Sell	-36,619	Closed	-$2.13M	–	583
2025 Q1	$2.13M	Buy	36,619 +2,717	+8%	+$172K	0.08%	199
2024 Q4	$1.81M	Buy	+33,902	New	+$1.66M	0.06%	232

Other funds holding DOCS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Burney Company's DOCS Position: Q2 2025 in Review

Burney Company sold out of Doximity (DOCS) in Q2 2025, closing a stake of 36,619 shares — an estimated $2.13M sold.

Burney Company first reported a position in DOCS in Q4 2024 and held it in 2 quarters. The position peaked at $2.13M in Q1 2025. 473 funds tracked by Wall St. Rank hold DOCS as of Q2 2025.

Burney Company reported no remaining Doximity position as of Q2 2025 after selling out during the quarter.
Burney Company sold 36,619 Doximity shares in Q2 2025, an estimated $2.13M.
Burney Company first reported a position in Doximity in Q4 2024 and held it in 2 quarters.
Burney Company's Doximity position peaked at $2.13M in Q1 2025.
473 funds tracked by Wall St. Rank held Doximity as of Q2 2025.

Based on Burney Company's 13F filing for Q2 2025, filed 5 Aug 2025.