Cresset Asset Management’s Doximity DOCS Stock Holding History

Cresset Asset Management’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	$3.15M	Buy	151,847 +127,537	+525%	+$2.82M	0.01%	531
2026 Q1	$566K	Buy	24,310 +380	+2%	+$11.8K	﹤0.01%	1008
2025 Q4	$1.06M	Buy	23,930 +38	+0.2%	+$2.13K	﹤0.01%	769
2025 Q3	$1.75M	Sell	23,892 -31,874	-57%	-$2.08M	0.01%	576
2025 Q2	$3.42M	Sell	55,766 -1,739	-3%	-$97K	0.02%	398
2025 Q1	$3.34M	Sell	57,505 -7,227	-11%	-$456K	0.02%	415
2024 Q4	$3.46M	Buy	64,732 +12,538	+24%	+$614K	0.02%	419
2024 Q3	$2.27M	Buy	52,194 +8,397	+19%	+$280K	0.01%	745
2024 Q2	$1.23M	Buy	43,797 +7,855	+22%	+$207K	0.01%	961
2024 Q1	$967K	Buy	35,942 +5,945	+20%	+$169K	﹤0.01%	1001
2023 Q4	$841K	Buy	29,997 +547	+2%	+$12.9K	0.01%	973
2023 Q3	$625K	Buy	29,450 +7,667	+35%	+$209K	﹤0.01%	1061
2023 Q2	$741K	Buy	+21,783	New	+$725K	﹤0.01%	1078
2022 Q4	–	Sell	-9,805	Closed	-$296K	–	776
2022 Q3	$296K	Buy	9,805 +51	+0.5%	+$1.87K	﹤0.01%	669
2022 Q2	$340K	Hold	9,754	–	–	﹤0.01%	673
2022 Q1	$508K	Sell	9,754 -282	-3%	-$14.2K	0.01%	605
2021 Q4	$503K	Buy	+10,036	New	+$653K	﹤0.01%	697

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

Cresset Asset Management's DOCS Position: Q2 2026 in Review

Cresset Asset Management increased its Doximity (DOCS) stake by 525% in Q2 2026, buying an estimated $2.82M and bringing the position to 151,847 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #531.

Cresset Asset Management first reported a position in DOCS in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.46M in Q4 2024. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Cresset Asset Management held 151,847 shares of Doximity worth $3.15M as of Q2 2026.
Cresset Asset Management bought 127,537 Doximity shares in Q2 2026, an estimated $2.82M.
Doximity made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #531 holding.
Cresset Asset Management first reported a position in Doximity in Q4 2021 and has held it in 17 quarters since.
Cresset Asset Management's Doximity position peaked at $3.46M in Q4 2024.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.