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Curio Wealth’s Doximity DOCS Stock Holding History

Curio 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
2026
Q1 		$23 Sell
1
-124
-99% -$3.86K ﹤0.01% 1208
2025
Q4 		$5.47K Buy
+125
New +$7.02K ﹤0.01% 292

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

Curio Wealth's DOCS Position: Q1 2026 in Review

Curio Wealth reduced its Doximity (DOCS) stake by 99% in Q1 2026, selling an estimated $3.86K and leaving 1 share worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Curio Wealth first reported a position in DOCS in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.47K in Q4 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Curio Wealth held 1 share of Doximity worth $23 as of Q1 2026.
  • Curio Wealth sold 124 Doximity shares in Q1 2026, an estimated $3.86K.
  • Doximity made up ﹤0.01% of Curio Wealth's portfolio in Q1 2026, its #1208 holding.
  • Curio Wealth first reported a position in Doximity in Q4 2025 and has held it in 2 quarters since.
  • Curio Wealth's Doximity position peaked at $5.47K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.