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Congress Wealth Management’s Doximity DOCS Stock Holding History

Congress 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
2025
Q1 		– Sell
-3,838
Closed -$205K – 1079
2024
Q4 		$205K Sell
3,838
-960
-20% -$47K ﹤0.01% 853
2024
Q3 		$209K Buy
+4,798
New +$160K ﹤0.01% 810

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Congress Wealth Management's DOCS Position: Q1 2025 in Review

Congress Wealth Management sold out of Doximity (DOCS) in Q1 2025, closing a stake of 3,838 shares — an estimated $205K sold.

Congress Wealth Management first reported a position in DOCS in Q3 2024 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 492 funds tracked by Wall St. Rank hold DOCS as of Q1 2025.

  • Congress Wealth Management reported no remaining Doximity position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 3,838 Doximity shares in Q1 2025, an estimated $205K.
  • Congress Wealth Management first reported a position in Doximity in Q3 2024 and held it in 2 quarters.
  • Congress Wealth Management's Doximity position peaked at $209K in Q3 2024.
  • 492 funds tracked by Wall St. Rank held Doximity as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.