Corient IA’s Doximity DOCS Stock Holding History

Corient IA’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	–	Sell	-3,540	Closed	-$82.5K	–	259
2026 Q1	$82.5K	Buy	+3,540	New	+$110K	0.08%	263
2025 Q4	–	Sell	-4,000	Closed	-$293K	–	215
2025 Q3	$293K	Sell	4,000 -1,000	-20%	-$65.2K	0.22%	184
2025 Q2	$307K	Hold	5,000	–	–	0.18%	218
2025 Q1	$290K	Buy	+5,000	New	+$316K	0.21%	217

Other funds holding DOCS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Corient IA's DOCS Position: Q2 2026 in Review

Corient IA sold out of Doximity (DOCS) in Q2 2026, closing a stake of 3,540 shares — an estimated $82.5K sold.

Corient IA first reported a position in DOCS in Q1 2025 and held it in 4 quarters. The position peaked at $307K in Q2 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Corient IA reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
Corient IA sold 3,540 Doximity shares in Q2 2026, an estimated $82.5K.
Corient IA first reported a position in Doximity in Q1 2025 and held it in 4 quarters.
Corient IA's Doximity position peaked at $307K in Q2 2025.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.