CreativeOne Wealth’s Doximity DOCS Stock Holding History

CreativeOne Wealth’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
2025 Q2	–	Sell	-5,448	Closed	-$316K	–	1131
2025 Q1	$316K	Buy	+5,448	New	+$344K	0.01%	848

Other funds holding DOCS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CreativeOne Wealth's DOCS Position: Q2 2025 in Review

CreativeOne Wealth sold out of Doximity (DOCS) in Q2 2025, closing a stake of 5,448 shares — an estimated $316K sold.

CreativeOne Wealth first reported a position in DOCS in Q1 2025 and held it in 1 quarter. The position peaked at $316K in Q1 2025. 473 funds tracked by Wall St. Rank hold DOCS as of Q2 2025.

CreativeOne Wealth reported no remaining Doximity position as of Q2 2025 after selling out during the quarter.
CreativeOne Wealth sold 5,448 Doximity shares in Q2 2025, an estimated $316K.
CreativeOne Wealth first reported a position in Doximity in Q1 2025 and held it in 1 quarter.
CreativeOne Wealth's Doximity position peaked at $316K in Q1 2025.
473 funds tracked by Wall St. Rank held Doximity as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.