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Dakota Wealth Management’s Doximity DOCS Stock Holding History

Dakota Wealth 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
2025
Q4 		– Sell
-6,768
Closed -$495K – 789
2025
Q3 		$495K Buy
+6,768
New +$441K 0.01% 476
2025
Q2 		– Sell
-9,161
Closed -$532K – 776
2025
Q1 		$532K Buy
+9,161
New +$578K 0.01% 496
2022
Q2 		– Sell
-23,167
Closed -$1.21M – 519
2022
Q1 		$1.21M Buy
23,167
+11,764
+103% +$592K 0.1% 185
2021
Q4 		$572K Buy
11,403
+4,183
+58% +$272K 0.06% 219
2021
Q3 		$583K Buy
+7,220
New +$528K 0.07% 205

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dakota Wealth Management's DOCS Position: Q4 2025 in Review

Dakota Wealth Management sold out of Doximity (DOCS) in Q4 2025, closing a stake of 6,768 shares — an estimated $495K sold.

Dakota Wealth Management first reported a position in DOCS in Q3 2021 and held it in 5 quarters. The position peaked at $1.21M in Q1 2022. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Dakota Wealth Management reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 6,768 Doximity shares in Q4 2025, an estimated $495K.
  • Dakota Wealth Management first reported a position in Doximity in Q3 2021 and held it in 5 quarters.
  • Dakota Wealth Management's Doximity position peaked at $1.21M in Q1 2022.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.