Carson Wealth (CWM LLC)
DOCS icon

Carson Wealth (CWM LLC)’s Doximity DOCS Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.62M Buy
69,432
+63,949
+1,166% +$1.99M ﹤0.01% 1297
2025
Q4 		$243K Sell
5,483
-4,179
-43% -$235K ﹤0.01% 2403
2025
Q3 		$707K Buy
9,662
+5,758
+147% +$375K ﹤0.01% 1600
2025
Q2 		$239K Sell
3,904
-3,511
-47% -$196K ﹤0.01% 2019
2025
Q1 		$430K Buy
7,415
+2,569
+53% +$162K ﹤0.01% 1515
2024
Q4 		$259K Buy
4,846
+1,064
+28% +$52.1K ﹤0.01% 1678
2024
Q3 		$165K Sell
3,782
-1,240
-25% -$41.4K ﹤0.01% 1863
2024
Q2 		$140K Sell
5,022
-55
-1% -$1.45K ﹤0.01% 1773
2024
Q1 		$137K Sell
5,077
-263
-5% -$7.5K ﹤0.01% 1701
2023
Q4 		$150K Buy
5,340
+358
+7% +$8.46K ﹤0.01% 1550
2023
Q3 		$106K Buy
4,982
+1,813
+57% +$49.5K ﹤0.01% 1587
2023
Q2 		$108K Buy
3,169
+204
+7% +$6.79K ﹤0.01% 1527
2023
Q1 		$96K Buy
2,965
+1,007
+51% +$33.4K ﹤0.01% 1510
2022
Q4 		$66K Buy
1,958
+498
+34% +$15.2K ﹤0.01% 1577
2022
Q3 		$44K Buy
1,460
+1,232
+540% +$45.1K ﹤0.01% 1712
2022
Q2 		$8K Buy
+228
New +$8.98K ﹤0.01% 2692
2022
Q1 		– Sell
-91
Closed -$5K – 3587
2021
Q4 		$5K Buy
+91
New +$5.92K ﹤0.01% 2707

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DOCS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Doximity (DOCS) stake by 1,166% in Q1 2026, buying an estimated $1.99M and bringing the position to 69,432 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Carson Wealth (CWM LLC) first reported a position in DOCS in Q4 2021 and has held it in 17 quarters since. 421 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 69,432 shares of Doximity worth $1.62M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 63,949 Doximity shares in Q1 2026, an estimated $1.99M.
  • Doximity made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1297 holding.
  • Carson Wealth (CWM LLC) first reported a position in Doximity in Q4 2021 and has held it in 17 quarters since.
  • 421 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.