DADC
DOCS icon

D.A. Davidson & Co’s Doximity DOCS Stock Holding History

D.A. Davidson & Co’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 		– Sell
-9,685
Closed -$226K – 1610
2026
Q1 		$226K Sell
9,685
-18,056
-65% -$563K ﹤0.01% 1453
2025
Q4 		$1.23M Buy
27,741
+1,190
+4% +$66.8K 0.01% 814
2025
Q3 		$1.94M Sell
26,551
-515
-2% -$33.6K 0.01% 651
2025
Q2 		$1.66M Buy
27,066
+5,492
+25% +$306K 0.01% 668
2025
Q1 		$1.25M Buy
21,574
+365
+2% +$23K 0.01% 699
2024
Q4 		$1.13M Buy
21,209
+2,786
+15% +$136K 0.01% 724
2024
Q3 		$803K Buy
18,423
+1
+0% +$33 0.01% 851
2024
Q2 		$515K Buy
18,422
+33
+0.2% +$870 ﹤0.01% 964
2024
Q1 		$495K Buy
18,389
+8,192
+80% +$234K ﹤0.01% 988
2023
Q4 		$286K Sell
10,197
-421
-4% -$9.94K ﹤0.01% 1142
2023
Q3 		$225K Sell
10,618
-116
-1% -$3.17K ﹤0.01% 1183
2023
Q2 		$365K Buy
10,734
+187
+2% +$6.23K ﹤0.01% 1019
2023
Q1 		$342K Sell
10,547
-811
-7% -$26.9K ﹤0.01% 1032
2022
Q4 		$381K Buy
11,358
+557
+5% +$17K ﹤0.01% 944
2022
Q3 		$326K Buy
10,801
+751
+7% +$27.5K ﹤0.01% 973
2022
Q2 		$350K Buy
10,050
+273
+3% +$10.7K ﹤0.01% 949
2022
Q1 		$509K Buy
9,777
+477
+5% +$24K 0.01% 875
2021
Q4 		$466K Buy
9,300
+5,222
+128% +$340K 0.01% 899
2021
Q3 		$329K Buy
+4,078
New +$298K ﹤0.01% 977

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

D.A. Davidson & Co's DOCS Position: Q2 2026 in Review

D.A. Davidson & Co sold out of Doximity (DOCS) in Q2 2026, closing a stake of 9,685 shares — an estimated $226K sold.

D.A. Davidson & Co first reported a position in DOCS in Q3 2021 and held it in 19 quarters. The position peaked at $1.94M in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • D.A. Davidson & Co reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
  • D.A. Davidson & Co sold 9,685 Doximity shares in Q2 2026, an estimated $226K.
  • D.A. Davidson & Co first reported a position in Doximity in Q3 2021 and held it in 19 quarters.
  • D.A. Davidson & Co's Doximity position peaked at $1.94M in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.