CFFP
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Center for Financial Planning’s Doximity DOCS Stock Holding History

Center for Financial Planning’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 		$9.96K Hold
480
– – ﹤0.01% 499
2026
Q1 		$11.2K Buy
+480
New +$15K ﹤0.01% 480

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

Center for Financial Planning's DOCS Position: Q2 2026 in Review

Center for Financial Planning held its Doximity (DOCS) position steady in Q2 2026 at 480 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Center for Financial Planning first reported a position in DOCS in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.2K in Q1 2026. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Center for Financial Planning held 480 shares of Doximity worth $9.96K as of Q2 2026.
  • Center for Financial Planning left its Doximity share count unchanged in Q2 2026.
  • Doximity made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #499 holding.
  • Center for Financial Planning first reported a position in Doximity in Q1 2026 and has held it in 2 quarters since.
  • Center for Financial Planning's Doximity position peaked at $11.2K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.