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 Q2	$12.4K	Hold	600	–	–	﹤0.01%	1462
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Creative Financial Designs's DOCS Position: Q2 2026 in Review

Creative Financial Designs held its Doximity (DOCS) position steady in Q2 2026 at 600 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Creative Financial Designs first reported a position in DOCS in Q2 2022 and has held it in 15 quarters since. The position peaked at $191K in Q4 2024. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Creative Financial Designs held 600 shares of Doximity worth $12.4K as of Q2 2026.
Creative Financial Designs left its Doximity share count unchanged in Q2 2026.
Doximity made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1462 holding.
Creative Financial Designs first reported a position in Doximity in Q2 2022 and has held it in 15 quarters since.
Creative Financial Designs's Doximity position peaked at $191K in Q4 2024.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.