DiNuzzo Private Wealth
DOCS icon

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
Q3 		$29 Hold
1
– – ﹤0.01% 1351
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

DiNuzzo Private Wealth's DOCS Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Doximity (DOCS) position steady in Q3 2026 at 1 share worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

DiNuzzo Private Wealth first reported a position in DOCS in Q4 2024 and has held it in 8 quarters since. The position peaked at $748 in Q3 2025. 32 funds tracked by Wall St. Rank hold DOCS as of Q3 2026.

  • DiNuzzo Private Wealth held 1 share of Doximity worth $29 as of Q3 2026.
  • DiNuzzo Private Wealth left its Doximity share count unchanged in Q3 2026.
  • Doximity made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1351 holding.
  • DiNuzzo Private Wealth first reported a position in Doximity in Q4 2024 and has held it in 8 quarters since.
  • DiNuzzo Private Wealth's Doximity position peaked at $748 in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Doximity as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.