DiNuzzo Private Wealth’s Doximity DOCS Stock Holding History

DiNuzzo Private 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 Q2	$21	Hold	1	–	–	﹤0.01%	1334
2026 Q1	$24	Sell	1 -5	-83%	-$156	﹤0.01%	1332
2025 Q4	$266	Sell	6 -5	-45%	-$281	﹤0.01%	1215
2025 Q3	$748	Buy	11 +5	+83%	+$326	﹤0.01%	971
2025 Q2	$369	Hold	6	–	–	﹤0.01%	1146
2025 Q1	$349	Hold	6	–	–	﹤0.01%	1153
2024 Q4	$321	Buy	+6	New	+$294	﹤0.01%	1197

Other funds holding DOCS

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

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

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return