CCWM
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Cassaday & Co Wealth Management’s Doximity DOCS Stock Holding History

Cassaday & Co Wealth 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 		$83 Buy
+4
New +$88 ﹤0.01% 1282

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cassaday & Co Wealth Management's DOCS Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Doximity (DOCS) in Q2 2026: 4 shares worth $83. The stake represents ﹤0.01% of the portfolio and ranks #1282 among its holdings.

358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Cassaday & Co Wealth Management held 4 shares of Doximity worth $83 as of Q2 2026.
  • Doximity was a new Cassaday & Co Wealth Management position in Q2 2026.
  • Doximity made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1282 holding.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.