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 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	$3.77K	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

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

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

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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cornerstone Planning Group's DOCS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Doximity (DOCS) stake by 91% in Q2 2026, selling an estimated $641 and leaving 3 shares worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Cornerstone Planning Group first reported a position in DOCS in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.12K in Q3 2025. 151 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Cornerstone Planning Group held 3 shares of Doximity worth $61 as of Q2 2026.
Cornerstone Planning Group sold 29 Doximity shares in Q2 2026, an estimated $641.
Doximity made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1852 holding.
Cornerstone Planning Group first reported a position in Doximity in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Doximity position peaked at $6.12K in Q3 2025.
151 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.