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 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 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