Cromwell Holdings’s Doximity DOCS Stock Holding History

Cromwell Holdings’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	$684	Buy	+33	New	+$730	﹤0.01%	1027
2025 Q4	–	Sell	-11	Closed	-$805	–	1015
2025 Q3	$805	Hold	11	–	–	﹤0.01%	876
2025 Q2	$675	Buy	11 +5	+83%	+$279	﹤0.01%	912
2025 Q1	$348	Buy	+6	New	+$379	﹤0.01%	789

Other funds holding DOCS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Family Legacy Financial Solutions Cary, North Carolina $164M AUM 62.92% 1-Year Est. Return

Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return