Creative Financial Designs’s Doximity DOCS Stock Holding History

Creative Financial Designs’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	$14K	Buy	+600	New	+$18.7K	﹤0.01%	1308
2025 Q3	–	Sell	-2,130	Closed	-$131K	–	2065
2025 Q2	$131K	Hold	2,130	–	–	0.01%	601
2025 Q1	$124K	Sell	2,130 -1,450	-41%	-$91.6K	0.01%	554
2024 Q4	$191K	Sell	3,580 -626	-15%	-$30.7K	0.02%	448
2024 Q3	$183K	Sell	4,206 -10	-0.2%	-$334	0.02%	469
2024 Q2	$118K	Buy	4,216 +620	+17%	+$16.4K	0.01%	551
2024 Q1	$96.8K	Buy	3,596 +295	+9%	+$8.41K	0.01%	574
2023 Q4	$92.5K	Buy	3,301 +473	+17%	+$11.2K	0.01%	551
2023 Q3	$60K	Buy	2,828 +60	+2%	+$1.64K	0.01%	586
2023 Q2	$94.2K	Sell	2,768 -60	-2%	-$2K	0.01%	499
2023 Q1	$91.6K	Sell	2,828 -182	-6%	-$6.04K	0.01%	475
2022 Q4	$101K	Buy	3,010 +10	+0.3%	+$305	0.01%	448
2022 Q3	$91K	Hold	3,000	–	–	0.01%	449
2022 Q2	$104K	Buy	+3,000	New	+$118K	0.02%	428

Other funds holding DOCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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