DWM
DOCS icon

Dogwood Wealth Management’s Doximity DOCS Stock Holding History

Dogwood 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
2026
Q2 		$1.76K Hold
85
– – ﹤0.01% 682
2026
Q1 		$1.98K Sell
85
-9
-10% -$280 ﹤0.01% 642
2025
Q4 		$4.16K Hold
94
– – ﹤0.01% 453
2025
Q3 		$6.88K Hold
94
– – ﹤0.01% 337
2025
Q2 		$5.78K Buy
94
+14
+18% +$781 ﹤0.01% 398
2025
Q1 		$4.64K Hold
80
– – ﹤0.01% 247
2024
Q4 		$4.27K Buy
+80
New +$3.92K ﹤0.01% 210

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

Dogwood Wealth Management's DOCS Position: Q2 2026 in Review

Dogwood Wealth Management held its Doximity (DOCS) position steady in Q2 2026 at 85 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Dogwood Wealth Management first reported a position in DOCS in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.88K in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Dogwood Wealth Management held 85 shares of Doximity worth $1.76K as of Q2 2026.
  • Dogwood Wealth Management left its Doximity share count unchanged in Q2 2026.
  • Doximity made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #682 holding.
  • Dogwood Wealth Management first reported a position in Doximity in Q4 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Doximity position peaked at $6.88K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.