Creative Planning
DOCS icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
State Street
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

Creative Planning's DOCS Position: Q1 2026 in Review

Creative Planning increased its Doximity (DOCS) stake by 288% in Q1 2026, buying an estimated $3.01M and bringing the position to 129,961 shares worth $3.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Creative Planning first reported a position in DOCS in Q3 2021 and has held it in 15 quarters since. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Creative Planning held 129,961 shares of Doximity worth $3.03M as of Q1 2026.
  • Creative Planning bought 96,462 Doximity shares in Q1 2026, an estimated $3.01M.
  • Doximity made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1566 holding.
  • Creative Planning first reported a position in Doximity in Q3 2021 and has held it in 15 quarters since.
  • 419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.