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
Q2 		– Sell
-10,257
Closed -$236K – 3094
2026
Q1 		$236K Buy
+10,257
New +$320K ﹤0.01% 2458
2025
Q4 		– Sell
-7,934
Closed -$580K – 2681
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 $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

Corient Private Wealth's DOCS Position: Q2 2026 in Review

Corient Private Wealth sold out of Doximity (DOCS) in Q2 2026, closing a stake of 10,257 shares — an estimated $236K sold.

Corient Private Wealth first reported a position in DOCS in Q4 2022 and held it in 13 quarters. The position peaked at $1.39M in Q4 2022. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Corient Private Wealth reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 10,257 Doximity shares in Q2 2026, an estimated $236K.
  • Corient Private Wealth first reported a position in Doximity in Q4 2022 and held it in 13 quarters.
  • Corient Private Wealth's Doximity position peaked at $1.39M in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

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