Corient Private Wealth
DOCS icon

Corient Private Wealth’s Doximity DOCS Stock Holding History

Corient Private Wealth’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 		$236K Buy
10,257
+2,189
+27% +$68.2K ﹤0.01% 2458
2025
Q4 		$355K Buy
8,068
+134
+2% +$7.52K ﹤0.01% 2465
2025
Q3 		$580K Buy
7,934
+3,687
+87% +$240K ﹤0.01% 1712
2025
Q2 		$261K Sell
4,247
-6,965
-62% -$389K ﹤0.01% 2076
2025
Q1 		$651K Buy
11,212
+2,325
+26% +$147K ﹤0.01% 1470
2024
Q4 		$474K Buy
8,887
+334
+4% +$16.4K ﹤0.01% 1651
2024
Q3 		$373K Sell
8,553
-424
-5% -$14.1K ﹤0.01% 1906
2024
Q2 		$251K Sell
8,977
-35,880
-80% -$946K ﹤0.01% 2007
2024
Q1 		$1.21M Buy
44,857
+182
+0.4% +$5.19K ﹤0.01% 1248
2023
Q4 		$1.25M Sell
44,675
-6,572
-13% -$155K ﹤0.01% 1204
2023
Q3 		$1.09M Buy
51,247
+41,842
+445% +$1.14M ﹤0.01% 1162
2023
Q2 		$320K Sell
9,405
-32,450
-78% -$1.08M ﹤0.01% 1666
2023
Q1 		$1.36M Buy
41,855
+373
+0.9% +$12.4K ﹤0.01% 977
2022
Q4 		$1.39M Buy
+41,482
New +$1.27M 0.01% 813

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Corient Private Wealth's DOCS Position: Q1 2026 in Review

Corient Private Wealth increased its Doximity (DOCS) stake by 27% in Q1 2026, buying an estimated $68.2K and bringing the position to 10,257 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

Corient Private Wealth first reported a position in DOCS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.39M in Q4 2022. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Corient Private Wealth held 10,257 shares of Doximity worth $236K as of Q1 2026.
  • Corient Private Wealth bought 2,189 Doximity shares in Q1 2026, an estimated $68.2K.
  • Doximity made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2458 holding.
  • Corient Private Wealth first reported a position in Doximity in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Doximity position peaked at $1.39M in Q4 2022.
  • 419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.