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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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