Cornerstone Planning Group
DOCS icon

Cornerstone Planning Group’s Doximity DOCS Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-3
Closed -$61 – 567
2026
Q2 		$61 Sell
3
-29
-91% -$641 ﹤0.01% 1852
2026
Q1 		$825 Buy
32
+30
+1,500% +$935 ﹤0.01% 1516
2025
Q4 		$77 Sell
2
-201
-99% -$11.3K ﹤0.01% 1671
2025
Q3 		$6.12K Buy
203
+138
+212% +$9K ﹤0.01% 898
2025
Q2 		$3.76K Sell
65
-1
-2% -$56 ﹤0.01% 791
2025
Q1 		$3.58K Buy
66
+20
+43% +$1.26K ﹤0.01% 824
2024
Q4 		$2.55K Hold
46
– – ﹤0.01% 725
2024
Q3 		$1.93K Hold
46
– – ﹤0.01% 783
2024
Q2 		$1.2K Hold
46
– – ﹤0.01% 901
2024
Q1 		$1.11K Sell
46
-79
-63% -$2.25K ﹤0.01% 760
2023
Q4 		$3.5K Buy
125
+79
+172% +$1.87K ﹤0.01% 569
2023
Q3 		$976 Hold
46
– – ﹤0.01% 790
2023
Q2 		$1.56K Buy
+46
New +$1.53K ﹤0.01% 1244
2022
Q4 		$665 Buy
+21
New +$641 ﹤0.01% 1421

Other funds holding DOCS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Cornerstone Planning Group's DOCS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Doximity (DOCS) in Q3 2026, closing a stake of 3 shares — an estimated $61 sold.

Cornerstone Planning Group first reported a position in DOCS in Q4 2022 and held it in 14 quarters. The position peaked at $6.12K in Q3 2025. 32 funds tracked by Wall St. Rank hold DOCS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Doximity position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 3 Doximity shares in Q3 2026, an estimated $61.
  • Cornerstone Planning Group first reported a position in Doximity in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Doximity position peaked at $6.12K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Doximity as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.