Creative Planning’s Doximity DOCS Stock Holding History

Creative Planning’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	$2.49M	Sell	119,957 -10,004	-8%	-$221K	﹤0.01%	1915
2026 Q1	$3.03M	Buy	129,961 +96,462	+288%	+$3.01M	﹤0.01%	1566
2025 Q4	$1.48M	Sell	33,499 -3,987	-11%	-$224K	﹤0.01%	1962
2025 Q3	$2.74M	Buy	37,486 +5,580	+17%	+$364K	﹤0.01%	1297
2025 Q2	$1.96M	Sell	31,906 -2,106	-6%	-$117K	﹤0.01%	1329
2025 Q1	$1.97M	Buy	34,012 +7,524	+28%	+$475K	﹤0.01%	1184
2024 Q4	$1.41M	Buy	26,488 +4,384	+20%	+$215K	﹤0.01%	1378
2024 Q3	$963K	Buy	22,104 +2,671	+14%	+$89.1K	﹤0.01%	1539
2024 Q2	$544K	Buy	19,433 +3,251	+20%	+$85.8K	﹤0.01%	1875
2024 Q1	$435K	Buy	16,182 +1,824	+13%	+$52K	﹤0.01%	1953
2023 Q4	$403K	Buy	14,358 +2,018	+16%	+$47.7K	﹤0.01%	1860
2023 Q3	$262K	Buy	12,340 +2,680	+28%	+$73.1K	﹤0.01%	2042
2023 Q2	$329K	Buy	9,660 +1,568	+19%	+$52.2K	﹤0.01%	1839
2023 Q1	$262K	Buy	8,092 +949	+13%	+$31.5K	﹤0.01%	1911
2022 Q4	$240K	Buy	+7,143	New	+$218K	﹤0.01%	1894
2021 Q4	–	Sell	-3,381	Closed	-$273K	–	2120
2021 Q3	$273K	Buy	+3,381	New	+$247K	﹤0.01%	1651

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 Planning's DOCS Position: Q2 2026 in Review

Creative Planning reduced its Doximity (DOCS) stake by 7.7% in Q2 2026, selling an estimated $221K and leaving 119,957 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Creative Planning first reported a position in DOCS in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.03M in Q1 2026. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Creative Planning held 119,957 shares of Doximity worth $2.49M as of Q2 2026.
Creative Planning sold 10,004 Doximity shares in Q2 2026, an estimated $221K.
Doximity made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1915 holding.
Creative Planning first reported a position in Doximity in Q3 2021 and has held it in 16 quarters since.
Creative Planning's Doximity position peaked at $3.03M in Q1 2026.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.